汽车零部件-海外投资者交流核心议题-Auto Parts-Key Discussions in Our Meetings With Overseas Investors
2026-01-13 02:11
January 12, 2026 03:47 PM GMT Auto Parts | Japan Key Discussions in Our Meetings With Overseas Investors Key Takeaways In the Auto Parts industry, we take a somewhat cautious view on weakening earnings sentiment due to slumping new car production and the completion of price pass-throughs to OEMs. Investors asked about Nifco (further expansion of share buybacks under the mid-term plan starting F3/27; sales expansion to Chinese OEMs) and Koito (earnings improvement through streamlining; enhancement of lamp ad ...