Added to YB: 2026-07-06
Pitch date: 2026-07-02
KWHIY [bullish]
Kawasaki Heavy Industries, Ltd.
-0.18%
current return
Author Info
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Company Info
Kawasaki Heavy Industries, Ltd. operates aerospace systems, vehicles, energy solutions and marine, precision machinery and robotics, powersports and engines, and other businesses in Japan and internationally.
Market Cap
JPY 2.4T
Pitch Price
JPY 2.8K
Price Target
N/A
Dividend
1.21%
EV/EBITDA
13.35
P/E
21.79
EV/Sales
1.37
Sector
Machinery
Category
growth
Follow the Capex: What Kawasaki Is Actually Buying With $1.2 Billion
KWHIY: Fell 7% on $1.2B raise (shares+converts) for dilution fears, but funds 4 growth themes: aircraft/defense (Japan rearmament, new export markets, GCAP fighter), semi robotics (AI fab capex), Nvidia humanoid partnership, hydrogen. Record earnings (¥108B NI, EPS ¥129) at ~20x vs pure-play peers 40x+. Re-rating timing uncertain.
Read full article (5 min)