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Thesis: The company is experiencing a significant increase in project backlog and has secured major contracts, indicating strong future revenue potential.
1Kodensha's project backlog has increased by 25% YoY, indicating strong demand for infrastructure projects.
2The company has secured a $2B contract for a major transportation project in Tokyo, expected to enhance revenue significantly over the next few years.
3The company is exploring new technologies in construction that could reduce project timelines by up to 15%.
4Sustainable infrastructure development
5Digital transformation in construction
6Government infrastructure spending in Japan and Southeast Asia