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Goldman Sachs Japan Co., Ltd. Research Hub
Explore our curated collection of 4 analytical reports from Goldman Sachs Japan Co., Ltd. This hub provides expert insights into corporate strategies, financial valuations, and market developments for major Japanese firms.
4 reports available
Fuji Electric Strategy Briefing: Energy Growth and Valuation Analysis
Fuji Electric's energy business is seeing strong margin improvement and data center demand, but semiconductor weakness and a high 23x P/E valuation limit upside.
Kurita Water Industries Sustained Growth and CSV Model Penetration
Goldman Sachs reiterates a Buy rating for Kurita Water Industries, highlighting its transition to a value-driven 'market-in' strategy and high-margin CSV business model. The company aims for 18-20% profit margins in its electronics segment and 30% penetration of CSV services globally.
Yamato Holdings Booking of Extraordinary Loss on Subsidiary Transfer
Yamato Holdings is selling its finance subsidiary to Nojima Corp for ¥3.5bn, triggering an extraordinary loss and a reduction in FY3/27 profit guidance to ¥16bn. Goldman Sachs maintains a Neutral rating, viewing the resulting debt reduction as a positive balance sheet move.
Sony Group CEO and CFO Meeting
Goldman Sachs maintains a Buy rating on Sony Group following a meeting with President/CEO Hiroki Totoki, citing robust management strategies in gaming and sensors despite a challenging cost environment.
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Fuji Electric Strategy Briefing: Energy Growth and Valuation Analysis
Goldman Sachs Japan Co., Ltd. · May 28, 2026
Kurita Water Industries Sustained Growth and CSV Model Penetration
Goldman Sachs Japan Co., Ltd. · Jun 4, 2026
Yamato Holdings Booking of Extraordinary Loss on Subsidiary Transfer
Goldman Sachs Japan Co., Ltd. · May 14, 2026
Sony Group CEO and CFO Meeting
Goldman Sachs Japan Co., Ltd. · May 11, 2026