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Kansai Paint (4613.T): Update - highlighting the stock while investor interest is low-20260702
花旗· 2026-07-02 15:14
Vi e w p o i n t | 02 Jul 2026 02:35:51 ET │ 15 pages Kansai Paint (4613.T) Update - highlighting the stock while investor interest is low CITI'S TAKE We revise our forecasts. While concerns persist including the impact of the Middle East situation (higher material prices, risk of price hikes depressing demand), system issues in Japan, and weather concerns in India, price pass-through appears to be progressing smoothly compared to the previous period of material price inflation (2021-2022). Indian volumes r ...