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ESSEN, Germany, June 05, 2025 (GLOBE NEWSWIRE) -- Midea has won the prestigious 2025 German Red Dot Product Design Award for its Numen series air conditioners launched in Southeast Asia. The award-winning Numen incorporates Midea's latest AI ECOMASTER and Prime Guard technology. These cutting-edge technologies have also been applied to Midea Celest series, further expanding choices for Southeast Asian consumers, which are now available across Southeast Asia. AI ECOMASTER System Achieves Perfect Energy Effi ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha May 6, 2025 02:13 AM GMT Gree Electric Appliances Inc of Zhuhai | Asia Pacific Risk Reward Update What's Changed Updated Components EPS Investment Thesis Bull Base Bear Scenarios Risk Reward for Gree Electric Appliances Inc of Zhuhai (000651.SZ) has been updated Reason for change We slightly cut our 2025-26 revenue by 2-3% given gradual fading trade-in effect amid macro uncertainties, but lift our earnings estimates by 5-6% given better margin trend as shown in 1Q25. We also ...

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Investment Rating - The report assigns a positive outlook on the Japan Electronics sector, indicating that sector stocks are attractive following an average decline of approximately 10% over the past month [1]. Core Insights - The report anticipates that US tariffs will be revised before causing a recession, with minimal to moderate impact on Japan's industrial and consumer electronics sectors compared to other export industries [1][2]. - Company-specific catalysts such as restructuring and buybacks are highlighted as potential growth drivers [1]. - The focus is on upcoming results from Hitachi and NEC, which are expected to be less affected by tariffs, while long-term growth prospects are emphasized for Mitsubishi Electric, Panasonic, and Fujitsu [1]. Summary by Sections Tariff Impact - The report suggests that tariffs could depress the sector's operating profit (OP) by 21% in gross terms for FY3/26, with varying impacts across companies: Sharp (174%), Yamaha (67%), Hitachi (5%), and Fujitsu (7%) [4][6]. - In a best-case scenario, the average impact on OP across the sector is estimated to be 9% [4]. Company-Specific Analysis - **Sony**: Expected to face the largest impact due to tariffs on PS5 sales, with a significant portion of production in China [8][9]. - **Panasonic**: Anticipated to be heavily affected due to its US sales of white goods and batteries, although some operations may mitigate tariff impacts [10][11]. - **Mitsubishi Electric**: Projected to experience a major impact primarily on air conditioner sales, with 17% of sales coming from North America [12]. - **Hitachi**: Expected to have a minimal impact with a 5% reduction in OP, potentially decreasing to 3% with strategic responses [15]. - **NEC**: Anticipated to be largely unaffected due to its low US sales weighting [16]. - **Casio and Yamaha**: Projected to see significant profit reductions of 47% and 67% respectively, as both companies are in a post-restructuring phase [17][19].

Company Performance - Lennox International (LII) reported quarterly earnings of $3.37 per share, exceeding the Zacks Consensus Estimate of $3.25 per share, but down from $3.47 per share a year ago [1] - The earnings surprise for this quarter was 3.69%, following a previous quarter where the company reported earnings of $5.60 per share against an expectation of $4.23, resulting in a surprise of 32.39% [2] - The company achieved revenues of $1.07 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 4.19% and showing an increase from $1.05 billion year-over-year [3] Market Outlook - Lennox shares have declined approximately 8.3% since the beginning of the year, while the S&P 500 has seen a decline of 10.1% [4] - The current consensus EPS estimate for the upcoming quarter is $7.07 on revenues of $1.49 billion, and for the current fiscal year, it is $22.82 on revenues of $5.42 billion [8] Industry Context - The Building Products - Air Conditioner and Heating industry, to which Lennox belongs, is currently ranked in the bottom 34% of over 250 Zacks industries, indicating potential challenges ahead [9] - Another company in the same industry, Trane Technologies, is expected to report quarterly earnings of $2.19 per share, reflecting a year-over-year increase of 12.9% [10]