Professional
Added to YB: 2025-12-05
Pitch date: 2025-09-30
6367.T [bullish]
Daikin Industries,Ltd.
+14.08%
current return
Author Info
No bio for this author
Company Info
Daikin Industries,Ltd. manufactures, distributes, and sells air-conditioning and refrigeration equipment, and chemical products in Japan, the Americas, China, Asia, Europe, Europe, and internationally.
Market Cap
JPY 5.8T
Pitch Price
JPY 17.1K
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.83
P/E
21.14
EV/Sales
1.23
Sector
Building Products
Category
growth
Antipodes Global Value New Position: Daikin Industries,Ltd.
6367.T (new position): World's largest HVAC OEM w/ 20% global market share. Vertically integrated model + strong US manufacturing insulates from tariffs & refrigerant supply constraints vs competitors. Positioned to reclaim share in attractive growth industry driven by urbanization, rising temps & energy efficiency innovations.
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