6701 NEC Corp.

NEC and NEC X Announce First Graduate from Corporate Accelerator Program

NEC and NEC X Announce First Graduate from Corporate Accelerator Program
EN
06/10/2020

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Reports on NEC Corp.

Garvit Bhandari
  • Garvit Bhandari

Biometrics Scan Software Industry Report June 2025

This report looks at the Biometric Scan Software industry globally. The Biometric Scan Software industry comprises companies that develop software for biometric technologies such as fingerprint, iris, retina and face-recognition identification systems. The report talks about the overall market size, expected growth rates as well current trends driving the growth in the industry. Companies can also be categorized as core and non-core, the former being those that exclusively engage in biometric so...

Pelham Smithers
  • Pelham Smithers

PSA Technology: Japanese AI Stocks Revisited

At first glance, it feels like the Japanese stock market has reacted unusually slowly to the surge in AI infrastructure stocks in the US. Pelham Smithers flags winners on this theme.

Pelham Smithers
  • Pelham Smithers

PSA Information Technology: FY24 Q4 Preview for Big 3 IT Firms

Ahead of results on 28 April, Pelham Smithers previews the outlook for Japan’s Big 3 IT firm’s FY24 and what might impact the FY25 guidance numbers.

Pelham Smithers
  • Pelham Smithers

PSA Technology: Semiconductor Industry 2025 Outlook

Following the recent results season where several leading semiconductor and SPE companies globally produced either disappointing results or guidance, we look at where the semiconductor industry is at present, where it looks to be headed in 2025 and identify opportunities in the Japanese IC / SPE space.

LOGN LOGITECH INTERNATIONAL S.A.
005930 SAMSUNG ELECTRONICS CO. LTD.
TSFA TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD. SPONSORED ADR
WDC WESTERN DIGITAL CORPORATION
TER TERADYNE INC.
ORCL ORACLE CORPORATION
ON ON SEMICONDUCTOR CORPORATION
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
COHR COHERENT INC.
AMAT APPLIED MATERIALS INC.
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
7751 CANON INC.
9697 CAPCOM CO. LTD.
6383 DAIFUKU CO. LTD.
7735 SCREEN HOLDINGS CO. LTD
5803 FUJIKURA LTD
6861 KEYENCE CORPORATION
6501 HITACHI LTD.
000660 SK HYNIX INC
6920 LASERTEC CORP.
6728 ULVAC INC.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
6701 NEC CORP.
7731 NIKON CORP.
7201 NISSAN MOTOR CO. LTD.
7105 MITSUBISHI NICHIYU FORKLIFT
6963 ROHM CO. LTD.
9984 SOFTBANK GROUP CORP.
6758 SONY CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
AIR AIR PARTNER PLC
5930 SAMSUNG ELECTRONICS CO LTD
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
STM STMICROELECTRONICS NV
00981 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORP.
AVGO BROADCOM INC.
3993 PKSHA TECHNOLOGY INC.
6600 JT KIOXIA HOLDINGS (6600 JT)
ASO ACADEMY SPORTS AND OUTDOORS
CRSR CORSAIR GAMING
WOLF WOLFSPEED INC
TSE: 2980 SRE HOLDINGS CORP
688728 GALAXYCORE INC
688234 SICC CO LTD
6526 SOCIONEXT INC
6526 JT SOCIONEXT (6526 JT)
ARM ARM HOLDINGS PLC
ACCL DOLOMITE HOLDINGS LTD
Pelham Smithers
  • Pelham Smithers

PSA Information Technology: NEC (6701 JT) FY24 Q2 Results

With the FY24 Q2 performance deemed a miss on consensus estimates, Pelham Smithers reviews the divisional performance and notes the improving contributions by the IT Services segment. Perhaps more importantly, is news that NEC has decided to buy in the minorities of NEC Networks, and we provide our estimates on costs and reduction in minority interest payments.

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