6367.T Daikin Industries,Ltd. Loading... : Investor Sentiment and Bull/Bear Views
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07:23
Jun 01
Jun 01
GF Securities provides a supply-chain analysis of PTFE material adoption for NVIDIA's Rubin.
GF Securities provides a supply-chain analysis of PTFE material adoption for NVIDIA's Rubin Ultra backplane, listing beneficiaries without expressing a personal position.
07:23
Jun 01
Jun 01
Watch Daikin as a potential upstream PTFE raw-material supplier for the Rubin Ultra backplane.
Watch Daikin as a potential upstream PTFE raw-material supplier for the Rubin Ultra backplane supply chain. Beneficiary map entry only; no author position or forward call disclosed.
MED
16:15
May 16
May 16
Long Daikin (6367) as a key supplier of low-GWP coolants for AI direct-to-chip cooling.
HIGH
03:17
Apr 24
Apr 24
Activists unlock Japanese corporate value
Activist funds like Elliott are taking stakes in Japanese companies such as Daikin, Sumitomo, Kansai Electric, and Mitsui O.S.K., and combining with structural and policy changes could unlock value.
MED
02:44
Apr 24
Apr 24
Japanese activist targets have new catalysts
Activist funds are increasingly targeting Japanese companies with structural or policy tailwinds. Daikin has AI data-center cooling exposure, Sumitomo is a Buffett-style trading house, Kansai Electric is tied to nuclear/power, and Mitsui O.S.K. can benefit from shipping ton-mile and LNG import diversification; these are watch candidates if activist momentum builds.
MED
About 6367.T Investor Commentary
Across the available history and selected sources, Buzzberg tracks 6367.T (Daikin Industries,Ltd.) across 3 sources: 0 bullish vs 0 bearish calls from 4 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 5 total trade ideas tracked. Latest voices: jukan05, ParadisLabs, So Jin-young.