Nidec Corp.

NIDEC and its subsidiaries are primarily engaged in the design, development, manufacture and marketing of small precision motors, mid-size motors, machinery, electronic and optical components, and other products. Co.'s principal products are spindle motors for hard disk drives, motors for optical disk drives, small precision fans and other small motors; mid-size motors; test systems, measuring equipment, power transmission equipment, factory automation systems, card readers and industrial robots; camera shutters, camera lens units, switches, trimmer potentiometers, motor driven actuator units, processing and precision plastic mold products; and auto parts and pivot assemblies.
  • Ticker6594
  • ISINJP3734800000
  • SectorElectronic & Electrical Equipment
  • CountryJapan

PSA Components & Equipment: Nidec (6594 JT) Seeks Margin Improvement in FY20

One of Japan’s best-managed companies, Nidec is a stock that investors are loath to sell, no matter how expensive the shares have got, for fear of not being able to get back in. However, over the past two years, the shares have slipped, as market conditions, particularly in the auto industry, have been adverse. The question is, have they slipped enough, or should market participants wait and see if existing shareholders do lose patience and sell, thereby creating another down-leg to buy in to? In this report, analyst Julie Boote considers Nidec’s FY19 results and the company’s FY20 expectation...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

EM Breakout -- Add Exposure The laundry list of market characteristics consistent with historical bull markets continues to grow, helping support our ongoing belief that global equities are in the early stages of a broad-based advance. • US Dollar; EM Equities. The US dollar (DXY) exhibits signs of rolling over, something we outlined as increasingly likely in our 12/10/19 Int'l Macro Vision strategy. This is bullish for global equities -- especially EM -- and has paved the way for the MSCI EM index to break above key resistance. Add exposure... see chart below and page 2. • Europe and Japan...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Developed Markets Stocks

Overweight Global Technology & Industrials The absence of breakdowns in both the US dollar (DXY) and the MSCI EAFE vs. EM ratio along with the positive correlation between the two allows us to continue sticking with EAFE over EM... see charts below. As long as the DXY's uptrend remains intact, we expect EAFE to continue outperforming EM. Below we highlight attractive and actionable themes within developed int'l markets: • Technology and Industrial Manufacturing. Technology and Industrials continue to be two of the most attractive Sectors globally -- overweight. These two Sectors account fo...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Global Equities Beginning a New Leg Higher Positive technical developments have continued and global equities are now breaking out to new highs -- something we noted was increasingly likely in last week's Int'l Compass. These breakouts and other technical developments highlighted below argue that this is the beginning of a new leg higher. Now is the time to be playing offense. • MSCI ACWI, EAFE, and STOXX Europe 600 are Breaking Out. The ACWI, EAFE, and STOXX 600 are making bullish inflections, following in the footsteps of MSCI EM and Japan. The proliferation of breakouts is building a stro...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Add exposure to cyclicals Our positive outlook on global equities (both the MSCI ACWI and ACWI ex-US) remains intact and we believe a “buy the dip” strategy is warranted. We recommend taking advantage of recent weakness -- where applicable -- by adding exposure to cyclical Sectors. • Actionable Sectors: Consumer Discretionary and Manufacturing. Today's recommendations focus on autos, auto parts, and machinery which span the Discretionary and Manufacturing Sectors. We initially recommended adding exposure to autos and auto parts in our 3/14/19 Int'l Compass, and we view the recent mild pullb...

PSA Components & Equipment: Nidec (6594 JT) Seeks Margin Improvement in FY20

One of Japan’s best-managed companies, Nidec is a stock that investors are loath to sell, no matter how expensive the shares have got, for fear of not being able to get back in. However, over the past two years, the shares have slipped, as market conditions, particularly in the auto industry, have been adverse. The question is, have they slipped enough, or should market participants wait and see if existing shareholders do lose patience and sell, thereby creating another down-leg to buy in to? In this report, analyst Julie Boote considers Nidec’s FY19 results and the company’s FY20 expectation...

MarketLine Department

WEG SA - Strategy, SWOT and Corporate Finance Report

Summary WEG SA - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights WEG SA (WEG) is an electric-electronic equipment company. It produces and trade capital goods such as electric motors, generators and transformers; frequency converters; motor starters and maneuver devices; gear units and geared motors; control and protection of electric circuits and industrial autom...

MarketLine Department

Seiko Epson Corporation - Strategy, SWOT and Corporate Finance Report

Summary Seiko Epson Corporation - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Seiko Epson Corporation (Epson or "the company") is engaged in the development, manufacture, sale, and provision of services for products in the visual communications, printing solutions, wearable and industrial products and other business. The company offers home and office products...

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior