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Is Denso (DNZOY) Stock Undervalued Right Now?
ZACKS· 2025-10-10 14:41
Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key ...
US Stocks Edge Up at Open Amid Government Shutdown, Tech and AI Stocks in Focus
Stock Market News· 2025-10-10 14:07
The U.S. stock market opened Friday, October 10, 2025, with major indexes posting modest gains as investors continued to navigate an ongoing government shutdown and anticipate key economic data and upcoming earnings reports. After closing lower on Thursday, the blue-chip Dow Jones Industrial Average (^DJI) rose 0.2% at the opening bell, while the tech-heavy Nasdaq Composite (^IXIC) and the benchmark S&P 500 (^GSPC) each edged up 0.1%. This cautious optimism comes as Wall Street braces for a week of signific ...
海外零部件巨头系列十 | 电装:日系Tier1标杆 借势、精进、全球化【民生汽车 崔琰团队】
汽车琰究· 2025-09-29 12:10
我们坚定看好电动智能变革造就中国汽车产业做大做强的历史性机遇,传统燃油车时代欧美日整车厂占据主导地位,诞生博世、大陆、采埃孚、麦格纳、李尔、电 装、爱信精机等欧美日零部件巨头,而在智能电动车时代,中国车企有望实现弯道超车,带动产业链共同成长,叠加中国速度和性价比优势,相信必将也会诞生领先 全球的自主车企及零部件巨头。 他山之石可以攻玉,我们将重磅打造海外零部件系列深度,探究全球头部Tier 1的成长历史和转型方向,为中国汽车零部件的发展提供借鉴。本篇报告为——海外零部 件巨头系列十 《 电装:日系Tier1标杆 借势、精进、全球化 》 ,通过复盘全球零部件巨头电装的发展历史,深度分析其成功原因,并梳理其在新能源汽车、人形机 器人领域的布局,发现和研究国产供应商能够学习的先进经验。 通过对具有代表性的海外零部件巨头的崛起过程进行多方位的梳理归纳,我们发现: 海外汽车零部件巨头如何诞生: 中国汽车零部件供应商正在经历什么样的变化: 摘要 德系零部件巨头以技术型为主: 德国汽车工业发展较早,1920s-1930s已实现规模 化量产,早期大众、奔驰、戴姆勒、奥迪、宝马、保时捷均发源于德国,零部件供应 商多为技术型,通 ...
海外零部件巨头系列十:电装:日系Tier1标杆借势、精进、全球化
Minsheng Securities· 2025-09-29 08:50
——海外零部件巨头系列十 民生汽车 崔琰(SAC NO:S0100523110002) 2025年9月29日 * 证券研究报告 * 请务必阅读最后一页免责声明 01 电装:日系Tier1标杆 借势、 精进、全球化 引言 我们坚定看好智能电动变革造就中国汽车产业做大做强的历史性机遇,传统燃油车时代欧美日整车厂占据主导地位,诞生博世、大陆、采埃孚、麦格纳、李尔、电装、爱 信精机等欧美日零部件巨头,而在智能电动车时代,中国车企有望实现弯道超车,带动产业链共同成长,叠加中国速度和性价比优势,相信必将也会诞生领先全球的自主 车企及零部件巨头。 他山之石可以攻玉,我们将重磅打造海外零部件系列深度,探究全球头部Tier 1的成长历史和转型方向,为中国汽车零部件的发展提供借鉴。本篇报告为《海外零部件巨头 系列十:电装:日系Tier1标杆 借势、精进、全球化》,通过复盘全球第二大汽车零部件巨头日本电装的发展历史,深度分析其成功原因,并梳理其在智能电动领域的布局, 发现和研究国产供应商能够学习的先进经验。 通过对具有代表性的海外零部件巨头的崛起过程进行多方位的梳理归纳,我们发现: 证券研究报告 1 * 请务必阅读最后一页免责声明 ...
新浪财经ESG:电装 MSCI(明晟)ESG评级调升至BBB
Xin Lang Cai Jing· 2025-08-20 23:06
点击查看更多企业ESG评级。 来源:ESG评级中心 据新浪财经ESG评级中心,2025年08月20日,电装(DNZOY.US)MSCI(明晟)ESG评级由BB调升至 BBB。 ...
丰田系的反击来了
Core Viewpoint - Japanese automakers and suppliers are increasing investments in electric and autonomous vehicle technologies despite uncertainties from U.S. tariffs and criticisms regarding their progress in these areas [2][5]. Investment Focus - Seven major suppliers under Toyota Group plan to increase their total R&D and capital expenditures to over 1 trillion yen (approximately 6.15 billion yuan) for the fiscal year 2025, marking a 6% increase [3]. - The total capital expenditure for these suppliers is expected to reach 1.11 trillion yen (approximately 5.6 billion yuan), also a 6% increase, focusing on hybrid and electric vehicle investments [3]. Specific Company Investments - Denso's R&D investment is projected to reach 660 billion yen, a 7% increase from the previous fiscal year, with a focus on software and system-level chips [3]. - Aisin's R&D investment will hit a record 250 billion yen, a 6% year-on-year increase, while its capital expenditure is expected to rise by 25% to 280 billion yen [4]. - Toyota Industries plans to increase its R&D investment by 3% to 140 billion yen, focusing on electric and autonomous technologies [4]. Acquisition Plans - Toyota Motor Corporation is considering a potential acquisition of Toyota Industries for 6 trillion yen (approximately 300 billion yuan), which has generated significant market interest and led to a surge in Toyota Industries' stock price [5][6]. - This acquisition could strengthen Toyota's control over its supply chain and is seen as a significant move in the automotive industry [7].
Denso (DNZOY) Upgraded to Strong Buy: Here's What You Should Know
ZACKS· 2024-10-03 17:01
Denso Corp. (DNZOY) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices - - has triggered this rating change. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. The power of a changi ...
Should Value Investors Buy Denso (DNZOY) Stock?
ZACKS· 2024-10-03 14:46
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tried-and-true metrics and fundamental ...
DENSO Advances Sustainability Efforts at Southeast Michigan locations through DTE Energy's MIGreenPower Program
Prnewswire· 2024-09-23 13:00
Belleville Logistics Center and a facility at the company's regional headquarters to attribute 100% of electricity use to renewable DTE sources for 10 years, beginning in 2028 SOUTHFIELD, Mich., Sept. 23, 2024 /PRNewswire/ -- DENSO and DTE Energy (NYSE:DTE) today announced that the leading mobility supplier has enrolled in DTE's CleanVision MIGreenPower program, one of the largest voluntary renewable energy programs in the U.S. DENSO's Belleville Logistics Center and one facility at its North American headq ...