Panasonic Holding Corporation (6752)
Panasonic HD (6752.T) Reported construction of new plant for AI server electronic materials in Shanghai, to open in 2027
Panasonic HD (6752.T): CEO meeting: Structural reforms progressing as planned; awaiting tangible results (Buy)
Still see scope for buybacks of up to 16% of market cap despite lower assumption; lower
TP but valuation undemanding (Buy)
Earnings Review_ 1Q above expectations, but detailed picture mixed; post-reforms growth strategy key (Buy)
