reports
- 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.
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
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.
- Pelham Smithers
PSA Strategy: Japan Stock Market Quarterly 2024 Q4
When the BoJ raised rates in March, it had been 17 years since it had last done so, though the world was very different then. While the July rate hike was unlikely to move the economic needle, the question now is what else might follow the subsequent financial market maelstrom. Pelham Smithers discusses the outlook for Japan’s macro environment, what new fiscal policies the new PM might introduce, how the BoJ might react and the all-important trend in corporate earnings. This then leads us to...
6754 ANRITSU CORPORATION
7751 CANON INC.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4751 CYBERAGENT INC.
4755 RAKUTEN INC.
3107 DAIWABO HOLDINGS CO. LTD.
8473 SBI HOLDINGS INC.
6954 FANUC CORPORATION
4324 DENTSU GROUP INC.
6861 KEYENCE CORPORATION
4902 KONICA MINOLTA INC.
6988 NITTO DENKO CORP.
7752 RICOH COMPANY LTD.
6869 SYSMEX CORPORATION
3064 MONOTARO CO. LTD.
5801 FURUKAWA ELECTRIC CO. LTD.
5715 FURUKAWA CO. LTD.
7205 HINO MOTORS LTD.
6501 HITACHI LTD.
6305 HITACHI CONSTRUCTION MACHINERY CO. LTD.
7267 HONDA MOTOR CO. LTD.
7012 KAWASAKI HEAVY INDUSTRIES LTD.
9107 KAWASAKI KISEN KAISHA LTD.
6971 KYOCERA CORPORATION
8316 SUMITOMO MITSUI FINANCIAL GROUP INC.
6503 MITSUBISHI ELECTRIC CORP.
5632 MITSUBISHI STEEL MANUFACTURING CO. LTD.
5706 MITSUI MINING AND SMELTING COMPANY LIMITED
6966 MITSUI HIGH-TEC INC.
6902 DENSO CORPORATION
6701 NEC CORP.
6594 NIDEC CORPORATION
7201 NISSAN MOTOR CO. LTD.
4666 PARK24 CO. LTD.
6268 NABTESCO CORPORATION
2371 KAKAKU.COM INC.
9984 SOFTBANK GROUP CORP.
8136 SANRIO COMPANY LTD.
6758 SONY CORPORATION
5802 SUMITOMO ELECTRIC INDUSTRIES LTD.
6762 TDK CORPORATION
6976 TAIYO YUDEN CO. LTD.
6315 TOWA CORPORATION
7203 TOYOTA MOTOR CORP.
4208 UBE INDUSTRIES LTD.
8698 MONEX GROUP INC.
3774 INTERNET INITIATIVE JAPAN
3765 GUNGHO ONLINE ENTERTAINMENT INC.
2160 GNI GROUP LTD.
3659 NEXON CO. LTD.
3445 RS TECHNOLOGIES CO. LTD.
6269 MODEC INC
3769 GMO PAYMENT
68900 FERROTEC CORPORATION
9519 RENOVA
4385 MERCARI INC.
3993 PKSHA TECHNOLOGY INC.
3626 JT TIS INC
9434 SOFTBANK CORP.
TXG 10X GENOMICS INC CLASS A
TGIF 1933 INDUSTRIES
7071 AMVIS HOLDINGS
78320 BANDAI NAMCO
45870 PEPTIDREAM INC
4443 JT SANSAN (4443 JT)
3491 JT GA TECHNOLOGIES
3394 JT MONEY FOWARD
4480 MEDLEY
RRRP3 3R PETROLEUM OLEO E GAS
6532 JT BAYCURRENT CONSULTING (6532 JT)
3697 JT SHIFT INCORPORATED (3697 JT)
4483 JMDC
4180 JP APPIER GROUP
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
9552 M&A RESEARCH INSTITUTE
123F 123FAHRSCHULE SE
9616 JT KYORITSU MAINTENANCE (9616 JT)
9552 JT M&A RESEARCH INSTITUTE (9552 JT)
6544 JT JAPAN ELEVATOR SERVICES HOLDINGS (6544 JT)
6200 JT INSOURCE (6200 JT)
2154 JT OPEN UP GROUP (2154 JT)
- Pelham Smithers
PSA Technology: A Review of NEC's (6701 JT) FY25 Targets
Pelham Smithers reviews NEC’s mid-term management targets and discusses what the firm needs to do to achieve them. He also discusses the launch of NEC’s AI platform Blue Stella and compares it with Hitachi’s Lumada, Fujitsu’s uvance and Mitsubishi Electric’s Serendy.
NEC X Invests in Technology Startup, WeWALK, to Advance Mobility Solut...
NEC X Invests in Technology Startup, WeWALK, to Advance Mobility Solutions for Visually Impaired People NEC X invests in WeWALK; startup integrates NEC’s computer-vision technology to further advance its smart cane navigation technology PALO ALTO, Calif. and LONDON, Feb. 27, 2024 (GLOBE NEWSWIRE) -- NEC X, Inc., the pioneering venture studio backed by NEC’s world-class technological innovation and expertise, today announced its investment in , a UK-based startup providing mobility solutions for blind and visually impaired people. Having previously raised a Seed round led by Nesta Impact...
- Pelham Smithers
PSA Market Strategy: How Japan Transformed from a Bear Market to a Bul...
In our 2010 Japan Perspective, written close to the nadir of the bear market, we discussed what was wrong with Japan, but also what it was starting to do right. Fourteen years on, the Nikkei 225 - though not yet Topix - has hit a new all-time high. This report looks at how Japan built on those things that were going right, while also starting to address what else needed to be done, and looks at whether more is needed to be done if the market rally is to continue from here.
NVDA NVIDIA CORPORATION
LLY ELI LILLY AND COMPANY
FB FACEBOOK INC. CLASS A
9433 KDDI CORPORATION
6954 FANUC CORPORATION
8001 ITOCHU CORPORATION
6752 PANASONIC CORPORATION
6971 KYOCERA CORPORATION
8031 MITSUI & CO. LTD
4183 MITSUI CHEMICALS INC.
6723 RENESAS ELECTRONICS CORPORATION
6701 NEC CORP.
5401 NIPPON STEEL CORP.
4063 SHIN-ETSU CHEMICAL CO LTD
8035 TOKYO ELECTRON LTD.
6201 TOYOTA INDUSTRIES CORP.
7203 TOYOTA MOTOR CORP.
7270 SUBARU CORP
XOM EXXON MOBIL CORPORATION
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
TXG 10X GENOMICS INC CLASS A
BRK.A BERKSHIRE HATH-A
APPL APPLE INC - APPL - US
9810 NIPPON STEEL TRADING CORP
NEC X Forges Strategic Partnership with “lotsful” to Amplify Skilled T...
NEC X Forges Strategic Partnership with “lotsful” to Amplify Skilled Talent Access, Bolstering Support for Startups Unleashing startup potential: elevating launch and growth with top-tier talent from Japan PALO ALTO, Calif., Dec. 20, 2023 (GLOBE NEWSWIRE) -- NEC X, Inc., the pioneering venture studio backed by NEC’s world-class technological innovation and expertise, today announced its strategic partnership with operator of the side job matching service "lotsful,” to propel the synergistic integration of top-tier side job professionals with startups in NEC X’s venture studio program, ...
NEC X and Entrepreneurs Roundtable Accelerator (ERA) Forge Strategic P...
NEC X and Entrepreneurs Roundtable Accelerator (ERA) Forge Strategic Partnership to Advance East Coast-based Startups NEC invests in “ERA Investors Fund 8”; ERA is New York City’s first and leading technology accelerator and early-stage venture capital fund PALO ALTO, Calif. and NEW YORK, Nov. 28, 2023 (GLOBE NEWSWIRE) -- NEC X, Inc., the pioneering venture studio backed by NEC Corporation’s world-class technological innovation and expertise, and Entrepreneurs Roundtable Accelerator (ERA) today announced the establishment of a strategic partnership to strengthen support for entrepreneur...
NEC X Announces Elev X! - Program to Launch Technology Startups and Ac...
NEC X Announces Elev X! - Program to Launch Technology Startups and Accelerate Business Growth Unparalleled venture studio program offers a broad and deep range of world-class technology and innovation expertise PALO ALTO, Calif., Sept. 14, 2023 (GLOBE NEWSWIRE) -- , the pioneering venture studio backed by NEC’s world-class technological innovation and expertise, announced today its new initiative, “Elev X!”. The Elev X! venture studio program is designed to launch new technology startups and accelerate the growth of early-stage startups. The first cohort for the new initiative kicks of...
Attend the NEC X FutureFusion Forum – A Collaborative Initiative for S...
Attend the NEC X FutureFusion Forum – A Collaborative Initiative for Silicon Valley’s Tech Startup Ecosystem September 14ᵗʰ event brings together entrepreneurs, investors and startups with keynotes from MIT, panel discussions on AI and pitch presentations from emerging tech startups PALO ALTO, Calif., Sept. 11, 2023 (GLOBE NEWSWIRE) -- Members of the press are invited to attend the FutureFusion Forum, which brings together high-tech and artificial intelligence (AI) industry leaders that are disrupting the world with tech-driven innovation. Experts will be available by appointment to ...
- Pelham Smithers
- Pelham Smithers
VMW VMWARE INC. CLASS A
PEP PEPSICO INC.
ARM ARM CEMENT LTD
TSLA TESLA INC
PG PROCTER & GAMBLE COMPANY
ORCL ORACLE CORPORATION
NVDA NVIDIA CORPORATION
MCD MCDONALD'S CORPORATION
LRCX LAM RESEARCH CORPORATION
FB FACEBOOK INC. CLASS A
AMAT APPLIED MATERIALS INC.
TSCON TESCO PLC
NFLX NETFLIX INC.
MRVL MARVELL TECHNOLOGY GROUP LTD.
OCDO OCADO GROUP PLC
PGHL PROCTER & GAMBLE HEALTH
7735 SCREEN HOLDINGS CO. LTD
JE. JUST EAT PLC
6501 HITACHI LTD.
4217 HITACHI CHEMICAL COMPANY LTD.
6920 LASERTEC CORP.
6723 RENESAS ELECTRONICS CORPORATION
6701 NEC CORP.
2340 OPTO TECH CORP.
9984 SOFTBANK GROUP CORP.
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
SNAP SNAP INC. CLASS A
SAP SAP SE
WMT WALMART INC.
SOW SOFTWARE AG
TKWY JUST EAT TAKEAWAY.COM N.V.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
UBER UBER TECHNOLOGIES INC.
9434 SOFTBANK CORP.
TXG 10X GENOMICS INC CLASS A
1469157D AUTOSTORE
1250307D DARKTRACE LTD
1036057D GINKGO BIOWORKS INC
3IN 3I INFRASTRUCTURE PLC
QCOM/O QUALCOMM INCORPORATED
SNOW SNOWFLAKE INC. CLASS A
AI C3 AI
SHOP SHOPIFY INC. (SHOP)
ROO DELIVEROO PLC
GFS GLOBALFOUNDRIES INC
TSE: 2980 SRE HOLDINGS CORP
4169 JT ENECHANGE LIMITED
NEC X Launches “FutureFusion Forum” with MIT Industrial Liaison Progra...
NEC X Launches “FutureFusion Forum” with MIT Industrial Liaison Program – A Collaborative Initiative for Silicon Valley’s Tech Startup Ecosystem Celebrating NEC X’s fifth anniversary, the September 14th event brings together entrepreneurs, investors and startups with keynotes from MIT, panel discussions on AI and pitch presentations from emerging tech startups PALO ALTO, Calif., Aug. 22, 2023 (GLOBE NEWSWIRE) -- , the venture studio that support entrepreneurs with NEC’s world-class technology, announced today its FutureFusion Forum, supported by the Massachusetts Institute of Technology...
SVG Ventures|THRIVE and NEC X Partner to Incubate Novel Solutions in A...
SVG Ventures|THRIVE and NEC X Partner to Incubate Novel Solutions in Agrifood SILICON VALLEY, Calif., June 27, 2023 (GLOBE NEWSWIRE) -- SVG Ventures|THRIVE and NEC X, NEC Corporation’s Silicon Valley innovation hub and venture studio, announced today that they have partnered to build bridges between agtech entrepreneurial ecosystems and NEC X venture-building capabilities. They will collaboratively identify opportunities for new ventures in agriculture and fast-track acceleration of resulting ventures from NEC X. The organizations will join forces in venture and ecosystem development with...
Metabob Launches New AI generative VSCode Extension for Revolutionary ...
Metabob Launches New AI generative VSCode Extension for Revolutionary Software Code Debugging and Refactoring Tool Upgraded AI code tool increases software developer productivity with 60%-time savings in the code review process PALO ALTO, Calif., May 04, 2023 (GLOBE NEWSWIRE) -- Metabob announced today a new artificial intelligence (AI)-powered virtual studio code (VSCode) extension for its debugging and refactoring tool that speeds software development code review by 60%. It provides users with functional context-sensitive code recommendations to fix errors right in the integrated deve...
QI Graduates from NEC X’s Venture Studio Program With AI-Generated Per...
QI Graduates from NEC X’s Venture Studio Program With AI-Generated Personalized Marketing Content Platform QI is the only AI-powered content creator that offers end-to-end personalization, saving time by 65% and delivering 4x customer engagement PALO ALTO, Calif., April 19, 2023 (GLOBE NEWSWIRE) -- , the innovation incubator and accelerator for NEC's emerging technologies, announced today that technology startup, Qualitative Intelligence () is graduating from its Venture Studio Program. QI is the only artificial intelligence (AI)-powered content creation solution that offers an end-to-e...
- Pelham Smithers
PSA Telecom Equipment & Software: NEC Corp (6701 JT) – Might 5G Finall...
Failing to capitalize on Covid, missing targets and being hit by headwinds over 5G has resulted in NEC’s stock underperforming Topix by 19% since the start of 2021. Now, however, earnings growth in new business lines is now starting to make a difference, while analyst Pelham Smithers suggests there’s a case to be made that 5G is beginning to act as a tailwind rather than as a headwind.
- Lindsay Whipp
INFY INFOSYS LIMITED
GOOGL ALPHABET INC. CLASS A
CRM SALESFORCE.COM INC.
CAP CAPGEMINI SE
9613 NTT DATA CORPORATION
6702 FUJITSU LIMITED
4307 NOMURA RESEARCH INSTITUTE LTD.
8001 ITOCHU CORPORATION
6501 HITACHI LTD.
6701 NEC CORP.
5401 NIPPON STEEL CORP.
8053 SUMITOMO CORPORATION
TCS TATA CONSULTANCY SERVICES LIMITED
3774 INTERNET INITIATIVE JAPAN
AMZN AMAZON.COM INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
3626 JT TIS INC
TXG 10X GENOMICS INC CLASS A
4443 JT SANSAN (4443 JT)
4478 JT FREEE KK
3394 JT MONEY FOWARD
RRRP3 3R PETROLEUM OLEO E GAS
4169 JT ENECHANGE LIMITED
Flyhound Takes Off with Patented Missing Person Location Technology an...
Flyhound Takes Off with Patented Missing Person Location Technology and Graduates from NEC X’s Venture Studio Program Drone location technology finds people 100x faster than traditional methods PALO ALTO, Calif., Jan. 18, 2023 (GLOBE NEWSWIRE) -- , the innovation incubator and accelerator for NEC’s emerging technologies, announced today that technology startup has graduated from its Venture Studio Program. The search for missing people and disaster victims can be a time-sensitive task, and with the Flyhound solution, a missing person can be located in just 30 minutes within a 50-meter ...
CLARIFICATION: NEC I:Delight, A Biometric System Featured at NEC Visio...
NEC is issuing a Clarification for the news release previously disseminated on December 19th, 2022 and its Retransmission disseminated on December 21st, 2022. The clarification pertains to the caption of the image and formal name of the product. The updated release can be found below: Tokyo, Japan--(Newsfile Corp. - December 22, 2022) - NEC (TSE: 6701) (OTC Pink: NIPNF) explores a strategy of NEC I:Delight for biometrics payment at NEC Visionary Week 2022.Experts at NEC Visionary Week 2022 discussed how the new technology will change the future of transactions.The experts situated biometrics...
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