Hitachi: Still Positive With Data Center Opportunity And Capacity Expansion Plans

Hitachi, Ltd. remains a 'Buy' as it places a greater focus on high-potential AI-driven data center and transformer markets. HTHIY targets HMAX AI solution's revenue growth of 50–60% annually and EBITA margins above 20%, outpacing group-level forecasts. Major investments in U.S. and China capacity position HTHIY to exploit global grid bottlenecks and rising transformer prices.