7011.T Mitsubishi Heavy Industries, Ltd. Loading...

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02:49
May 20
Noh Young-rae Manager 3PRO TV (삼프로TV)
Japan defense companies have upside.
Japan is rearming and loosening its pacifist constitution, and the US is stepping back while Japan steps up. Mitsubishi Heavy Industries and Kawasaki Heavy Industries are the few remaining comprehensive defense contractors with significant upside potential. Once the restrictions are fully lifted, their ceiling is hard to estimate.
7011.T 1ST
MED
16:15
May 16
ParadisLabs AI/Semiconductor Analyst
Long Mitsubishi Heavy (7011) for sold-out HD gas turbine capacity and expansion to supply AI data centers.
7011.T
HIGH
02:06
May 15
AltayCap Value investor, Istanbul. Free writeups
Buy MHI (Mitsubishi Heavy Industries) on defense and gas turbine exposure, despite high valuation, as catalyst justifies premium.
7011.T
HIGH
17:45
Apr 29
TheValueist Founder, Atlas Peak Research
Bearish view on GEV/ENR/7011 as Bloom’s fuel cells displace gas turbines at flagship AI campuses, threatening a key growth segment for turbine OEMs and extending lead‑time disadvantages.
7011.T 1ST
HIGH
18:05
Apr 28
TheValueist Founder, Atlas Peak Research
Long turbine OEMs and suppliers as data-center power demand converts into structural gas turbine orders, with long-term contracts and slot scarcity boosting backlog and pricing power.
7011.T
HIGH

About 7011.T Analyst Coverage

Buzzberg tracks 7011.T (Mitsubishi Heavy Industries, Ltd.) across 4 sources. 1 bullish vs 0 bearish calls from 4 analysts. Sentiment: predominantly bullish (20%). 5 total trade ideas tracked.