A peace deal between Russia and Ukraine could provide significant benefits for Europe in several areas:

-Stability and Security: A ceasefire would lower regional tensions and foster a more stable security environment in Eastern Europe.

-Economic Benefits: Ending the conflict could lead to the lifting of sanctions on Russia, reviving trade and economic relations between Russia and European nations.

-Refugee Relief: A peace deal might allow Ukrainian refugees in Europe to return home, reducing the strain on host countries’ resources and social systems.

-Energy Security: Resolving the conflict could stabilize energy markets, ensuring more reliable energy supplies for European nations.

One Japanese company to consider in light of this recovery is Takeuchi (6432):

Takeuchi invented the compact construction machine—a mini excavator with a 360-degree rotating mechanism (under 6 tons)—in 1971, a groundbreaking achievement. The company remains second globally in market share.

European Focus

-The company’s brand strength is particularly notable in Europe. Historically, Takeuchi has been more Europe-focused, although its market share in the U.S. has recently grown due to the popularity of crawler loaders (small bulldozers).

-Global Sales Distribution:

– FY 2024: 54.2% of sales from North America and 42.1% from Europe, demonstrating its global focus (over 96% of sales from overseas markets).

– In contrast, FY 2012: Europe accounted for 55.7% of sales, with North America contributing 29.9%

 

-The stock has been weak since last summer due to the strength of Yen. However, in 2025, as peace talks take on a more serious tone, stock price trends and weekly charts show increased trading volume, suggesting optimism from investors.

My 2/24 report and 8/24 update are available in this site. Please also let me know if you would like me to work on a new report.