Panasonic Holdings Corporation (PCRFF) Q3 2025 Earnings Call Transcript Summary

Futu NewsFeb 7 18:33 · Conference Call

BYD's intelligent driving has gained hot discussions in the market! How to capitalize on the Asia Vets Industry Chain? These Hong Kong and US stocks may become popular!

Cathie Wood, also known as 'Wooden Sister', recently pointed out that autonomous driving may become the largest application field of AI in the next 5 to 10 years. Additionally, it is worth mentioning that DeepSeek-R1 has emerged, which may also have a profound impact on intelligent driving in the future.

Futu NewsFeb 7 16:09

ADR trends on the 6th = In yen terms, LINE Yahoo, TDK, Mitsubishi Corporation, etc., are performing well.

On the 6th, the ADR (American Depositary Receipt) had mixed results compared to the Tokyo close, in terms of yen conversion value. In yen conversion value, LINE <4689.T>, TDK <6762.T>, Mitsubishi Corporation <8058.T>, Sumitomo Mitsui Trust <8316.T>, Mizuho <8411.T>, etc. were higher. On the other hand, INPEX <1605.T>, Shin-Etsu Chemical <4063.T>, Panasonic <6752.T>, Nissan <7201.T>, SoftBank Group <9984.T>, etc. were weaker. Provided by Ue.

Kabushiki ShimbunFeb 7 06:38

Express News | Panasonic: Some reports claiming "Panasonic is disbanding" are misunderstandings.

BreakingsFeb 6 11:09

Three points to pay attention to in the first half - the rise of NVIDIA serves as a supporting factor.

In the trading session six days ago, three points were noteworthy. ■ The rise of NVIDIA served as supportive material. ■ Kddi Corporation reported a 2.0% increase in operating profit for Q3, amounting to 864.5 billion yen. ■ Notable materials from the morning session: Yokoo is accelerating local production and consumption in China, addressing US tariff measures on "Communication Equipment" for automobiles. After starting with a Buy in the Japanese stock market on the 6th, a sense of stagnation is expected to strengthen gradually. In the US market on the 5th, the Dow Jones Industrial Average rose by 317 points, and Nasdaq increased by 38 points. Financial Estimates were below expectations.

Fisco JapanFeb 6 07:58

Yokoo, Marubeni, etc. [List of stock materials from the newspaper]

*Yokoo <6800> accelerates local production for local consumption in China, countermeasures for "Communication Equipment" against U.S. tariffs (Nikkan Kogyo Front Page) - ○ *Toyota <7203> accelerates electrification in the U.S. and China, new Lexus EV factory in Shanghai, North America Battery factory to ship in April (Nikkan Kogyo Page 4) - ○ *Marubeni <8002> forecasts profits exceeding 620 billion yen for the period ending March 2028, targeting Agricultural materials and Autos in the U.S. (Nikkan Kogyo Page 4) - ○ *JGC HD <1963> JGC HD and others produce SAF from waste cooking oil from Hospitals, four parties agreement, production in Sakai (Nikkan Kogyo Page 9) - ○ *Mitsubishi Electric Corp. Unsponsored ADR <650

Fisco JapanFeb 6 07:26