Hitachi: Recent Developments Support A 'Buy'
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The Value PendulumInvesting Group LeaderFollow5ShareSavePlay(7min)CommentsSummaryI retain a 'Buy' rating for Hitachi after assessing recent news flow relevant to the company.The Energy segment's growth is catalyzed by nuclear projects like the $40 billion Tennessee venture and Southeast Asia expansion, targeting a mid-teens revenue CAGR to $33 billion by FY30.Its Mobility segment profitability is set to improve through bundled software-hardware deals and the cross-selling of HMAX-branded analytics solutions.HTHIY's targeted ROIC expansion to 12%-13% in FY2027 is supported by portfolio restructuring moves and share repurchases.Looking for more investing ideas like this one? Get them exclusively at Asia Value & Moat Stocks. Learn More » JasonDoiy/iStock Unreleased via Getty Images I'm keeping Hitachi, Ltd. (HTHIY) (HTHIF) as a "Buy"-rated name. The latest news flow confirms that its financial prospects remain promising. My prior April 3, 2025, article touched on how HTHIY will thrive on sustainability- and technology-related advancements. Nuclear DealsThis article was written byThe Value Pendulum13.39K FollowersFollowThe Value Pendulum is an Asian equity market specialist with over a decade of experience on both the buy and sell sides.He is the author of the investing group Asia Value & Moat Stocks, providing ideas for value investors seeking investment opportunities listed in Asia, with a particular focus on the Hong Kong market. He hunts for deep value balance sheet bargains and wide moat stocks and provides a range of watch lists with monthly updates within his investing group.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.