Hoden Seimitsui Kako Kenkyusho (“HSK”) (6469) – A short note on Mitsubishi Heavy Alternative.
This note is briefer than my typical institutional reports. While HSK remains a bit small for many clients, I wanted to flag it now because I see meaningful room for growth. To gain exposure to Japan’s defense, shipping, and nuclear sectors, Mitsubishi Heavy Industries (MHI) is the natural first thought. It’s the industry heavyweight, and …