Panasonic Holdings Corporation in 2 stories
The narratives 6752.T currently appears in, with its side and exposure in each.
Bull side
0 storiesNo bull-side stories for 6752.T yet.
Bear side
2 stories- Hybrids Turn the EV Sprint Into a Marathon
6752.T in “Hybrids Turn the EV Sprint Into a Marathon”
AcceleratingExposure: not rated yetConsumers are choosing electrification without charging anxiety, extending the life of combustion-era supply chains.
Panasonic's automotive battery operations face slower capacity absorption because hybrids require substantially fewer kilowatt-hours per vehicle than full BEVs.
- Cheap Batteries Move Profits Downstream
6752.T in “Cheap Batteries Move Profits Downstream”
FadingExposure: not rated yetCell oversupply is crushing battery prices and transferring value to storage developers, automakers and power-system integrators.
Battery price pressure and dependence on a concentrated customer base limit returns on capacity investment.