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    Yumikaki

    Research Analyst at Toyo Keizai

    Yumikaki is an Equity Analyst at Toyo Keizai, specializing in the analysis of Japanese corporate performance with a focus on major conglomerates and publicly traded companies such as Toyota Motor Corporation, Sony Group, and Mitsubishi UFJ Financial. Covering a diverse portfolio within the Japanese industrial and financial sectors, Yumikaki is recognized for insightful corporate research that contributes to Toyo Keizai’s highly regarded industry reports, though third-party analyst rankings or quantitative performance metrics are not publicly available. Beginning their career in business journalism before joining Toyo Keizai, Yumikaki has leveraged both investigative and financial analysis skills to provide in-depth company profiles and market outlooks. While specific professional finance licenses or securities credentials are not disclosed, Yumikaki has established a reputation for detailed, data-driven research within the industry.

    Yumikaki's questions to HITACHI (HTHIY) leadership

    Yumikaki's questions to HITACHI (HTHIY) leadership • Q3 2024

    Question

    Yumikaki from Toyo Keizai sought clarification on the JPY 15 billion upside for GEM included in 'corporate items and eliminations' rather than the segment itself. They also asked for the specific objectives behind splitting the GEM segment into Energy and Mobility and reorganizing the Connective Industries (CI) business units.

    Answer

    Executive Tomomi Kato explained that including the potential upside in corporate items reflects the head office's view that the segment could outperform its own forecast, a practice adopted for clearer communication. He stated that GEM is being split because both the Power Grid and Railway businesses are now exceeding JPY 1 trillion in scale, requiring direct CEO oversight to increase management speed and strengthen risk management. The CI reorganization aims to simplify the structure into three BUs to accelerate growth and generate synergies.

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