塔塔汽车、小糸制作所、丰田工业年度股东大会关键动态
2025-06-10 02:50
TATA Motor, Koito (7276), Toyota Industries AGM, Key inbounds Specialist Sales APAC Specialist Sales 10 June 2025 J P M O R G A N Joann Kim +852 2800 8016 joann.kim@jpmorgan.com We note a recent correction in global defense names (RHM -2.5%, Hanwha Aerospace -2.7%) despite the absence of negative headlines. While investors see no fundamental issues in the defense sector, they expect defense names to take a breather after a strong year-to-date rally. It is worth noting the outperformance of building material ...