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

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on NEC Corp.

Pelham Smithers
  • Pelham Smithers

PSA Technology / Semiconductors: Spot DDR5 DRAM Prices Hit New High

Spot DDR5 DRAM prices have hit a high. Pelham Smithers discusses the implications for the AI server and AI infrastructure markets, with a read across to the impact on NAND.

William Nestuk
  • William Nestuk

PSA Technology: Is Robotics to be Part of the Current Semiconductor Bo...

News that Fanuc (6954 JT) is integrating Nvidia’s (NVDA US) robotic tools into its own software solutions is a reminder that, for all the focus on where large language models like ChatGPT can take us, these solutions remain very much in the virtual realm. The next big breakthrough in AI would come when such models can deliver fully spatially aware, autonomous mobile products, be these self-drive cars or industrial robots, and to do so at a price and quality that is commercially viable. Analysts ...

Pelham Smithers
  • Pelham Smithers

PSA Technology: FY25 Q2 Results for NEC (6701 JT)

For FY25 Q2, NEC saw its OP surge +107% YoY and has duly revised up for the full year. It also announced the acquisition of CSG Styems. Pelham Smithers discusses the deal, reviews the earnings and suggests the outlook for the full-year and beyond looks solid.

Pelham Smithers
  • Pelham Smithers

PSA Japan Market Strategy: Market Implications from Takaichi's Suprise...

The Japanese stock market’s take on the surprise victory of Sanae Takaichi in the LDP Presidential race suggested that it wasn’t so much a repeat of the “Koizumi Boom” from 20 years ago, but rather a brand new “Takaichi Boom”, and we saw the Nikkei 225 jump +4.8% to just under 48,000. Pelham Smithers compares and contrasts the impact and flags “Takaichi Stocks”. Importantly, market valuations suggest further upside.

Pelham Smithers
  • Pelham Smithers

PSA Strategy: Japan Stock Market Quarterly for 2025 Q4

For almost three years the Nikkei 225 has been tracking its performance from the 2003~5 bull market, albeit at levels some 3.3x higher In this report, Pelham Smithers discusses the similarities and asks three key questions: (1) Can we continue to track 2005 through the rest of the year; (2) Whatever happens in Q4, should we fear or be hopeful for 2026? And (3) Who are the upcoming winners and losers.

ResearchPool Subscriptions

Get the most out of your insights

Get in touch