reports
- Julie Boote
PSA Industrial Electronics / Electrical Components & Equipment: Nidec ...
As Nidec has managed to get its ailing EV-business back in the black, it is now expanding profits in all of its divisions. In CY2024, investors’ focus has been very much on the AI theme, but Nidec’s earnings growth potential is based on a wider foundation than just AI. Analyst Julie Boote is assessing the company’s near-term profit outlook, while evaluating new developments in FY25.
- 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)
- Julie Boote
PSA Technology: (Nidec (6594 JT) New Management – New Cautious Approac...
While there is much excitement over Nidec’s AI-related water-cooling module business, the motor maker is toning down expectations, prioritising quality and stability over uncontrolled and risky overexposure. Nevertheless, long-term growth prospects of this product for AI data centres are positive, while short-erm earnings should see a boost from Industrial products. Analyst Julie Boote discusses her recent encounter with Nidec.
- Julie Boote
- Julie Boote
PSA Electronic / Auto Components: Nidec (6594 JT) In Search of a New G...
Nidec’s share price has fallen in tandem with its deteriorating EV-related business, with another large write-off being announced for FY23. Analyst Julie Boote discusses whether the EV crisis is indeed over, and where to look for new growth opportunities. Nidec is heading for record profits and its valuation is looking more reasonable, but risks remain.
- Julie Boote
PSA Autos, New Mobility: EV Markets in Trouble – Have the Japanese Bee...
While Japan’s automakers have upped their game in the EV space, they remain laggards on the global stage. With the EV markets now in trouble, analyst Julie Boote assesses whether or not the Japanese assemblers have been vindicated in their more cautious approach to electrification.
FCAUN FORD MOTOR COMPANY
F ABCO ELECTRONICS CO. LTD.
036010 BYD COMPANY LIMITED CLASS A
002594 HONDA MOTOR CO. LTD.
7267 MITSUBISHI MOTORS CORPORATION
7211 NIDEC CORPORATION
6594 NISSAN MOTOR CO. LTD.
7201 SUZUKI MOTOR CORP.
7269 MAZDA MOTOR CORP.
7261 TOYOTA MOTOR CORP.
7203 SUBARU CORP
7270 ABERDEEN STANDARD EUROPEAN LOGISTICS INCOME
ASLI HYUNDAI MOTOR CO
5380 GENERAL MOTORS COMPANY
GM VOLKSWAGEN (VOW GR)
VOW MERCEDES-BENZ AG
0953660D STELLANTIS N.V.
REP 2CRSI SA
- Julie Boote
PSA Autos / New Mobility: Nidec (6594 JT) EV Business Update
When Nidec reported FY23 Q2 results, markets reacted negatively to the cut to its earnings projection for its e-Axle business. Analyst Julie Boote examines what has gone wrong with the e-Axle operations and assesses whether Nidec's counter measures could be fruitful.
- Julie Boote
PSA Technology / Electronic Components: What We Think is Really Going ...
Nidec surprised markets with a substantial earnings downward revisions, blaming poor market conditions for its weak performance. Analyst Julie Boote has investigated what really lies behind the numbers and what the consequences might be for the next FY.
- Pelham Smithers
PSA Market Strategy: Japan Perspective for 2023
At the beginning of every year we publish our PSA Perspective, a report intended as a long shelf-life look at the year ahead. This year Pelham Smithers discusses Japan's economy, the outlook for the stock market, and some stand-out themes and developments for the year. These include the digital yen and the demise of live action entertainment in Japan. We also update our noted PSA Focus List of stocks. Table of Contents Overview 3 Background: 4 Japan’s Economic Outlook 5 Ja...
005930 SAMSUNG ELECTRONICS CO. LTD.
V VISA INC. CLASS A
ATVI ACTIVISION BLIZZARD INC.
LLOY LLOYDS BANKING GROUP PLC
9020 EAST JAPAN RAILWAY COMPANY
9684 SQUARE ENIX HOLDINGS CO. LTD.
9983 FAST RETAILING CO. LTD.
6861 KEYENCE CORPORATION
8411 MIZUHO FINANCIAL GROUP INC.
3349 COSMOS PHARMACEUTICAL CORPORATION
4188 MITSUBISHI CHEMICAL HOLDINGS CORPORATION
9468 KADOKAWA CORPORATION
8306 MITSUBISHI UFJ FINANCIAL GROUP INC.
6301 KOMATSU LTD.
8058 MITSUBISHI CORPORATION
7011 MITSUBISHI HEAVY INDUSTRIES LTD.
7211 MITSUBISHI MOTORS CORPORATION
6981 MURATA MANUFACTURING CO. LTD.
6902 DENSO CORPORATION
6594 NIDEC CORPORATION
7201 NISSAN MOTOR CO. LTD.
9984 SOFTBANK GROUP CORP.
6758 SONY CORPORATION
4005 SUMITOMO CHEMICAL CO. LTD.
8053 SUMITOMO CORPORATION
6762 TDK CORPORATION
4502 TAKEDA PHARMACEUTICAL CO. LTD.
7203 TOYOTA MOTOR CORP.
9021 WEST JAPAN RAILWAY COMPANY
2413 M3 INC.
7270 SUBARU CORP
6506 YASKAWA ELECTRIC CORPORATION
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
9434 SOFTBANK CORP.
78320 BANDAI NAMCO
36350 KOEI TECMO
9988 ALIBABA (9988 HK)
3394 JT MONEY FOWARD
4051 JT GMO FINANCIAL GATE (4051 JT)
TSE:4477 BASE INC
4259 JT EXAWIZARDS INC
Nidec Corporation to Make Nidec OKK Corporation a Wholly Owned Subsidi...
Nidec Corporation to Make Nidec OKK Corporation a Wholly Owned Subsidiary by Way of Simplified Share Exchange KYOTO, Japan, Dec. 12, 2022 (GLOBE NEWSWIRE) -- Nidec Corporation (TSE: 6594; OTC US: NJDCY) (the “Company” or “Nidec”) announced today that, at its board meeting held today, it has resolved to implement share exchange transactions to make Nidec OKK Corporation (TSE: 6205) (“Nidec OKK,” and the Company and Nidec OKK will be collectively referred to as the “two companies” hereinafter) a wholly owned subsidiary of the Company, which will serve as the wholly owning parent company, an...
Nidec to Establish a Joint Venture with FREYR Battery, a Semi-Solid Li...
Nidec to Establish a Joint Venture with FREYR Battery, a Semi-Solid Lithium-Ion Battery Manufacturer KYOTO, Japan, Dec. 06, 2022 (GLOBE NEWSWIRE) -- Nidec Corporation (“Nidec” or the “Company”) (TSE: 6594; OTC US: NJDCY) announced today that the Company has completed the establishment procedures for the joint venture agreement with FREYR Battery (“FREYR”), a developer of clean, next-generation battery cell production capacity, as previously disclosed on August 30, 2022. 1. Overview of the joint venture to be established (1)Company name Nidec Energy AS(2)Head office/development base Osl...
Nidec to Execute a Share Transfer Agreement on Italian Machine Tool Ma...
Nidec to Execute a Share Transfer Agreement on Italian Machine Tool Manufacturer PAMA and Its Affiliates KYOTO, Japan, Nov. 30, 2022 (GLOBE NEWSWIRE) -- Nidec Corporation (TSE: 6594; OTC US: NJDCY) (the “Company” or “Nidec”) announced today that, the Company passed a resolution on, among others, purchasing the shares of Italian machine tool manufacturer PAMA and its nine affiliates (collectively “PAMA”) (the “Stock Acquisition”) on November 28, 2022 (Japan time). The Company executed a transfer agreement on the Stock Acquisition, etc. on November 30, 2022 (Japan time), as outlined below. ...
Nidec Files a Civil Action and a Complaint against Toyo Keizai Inc.
Nidec Files a Civil Action and a Complaint against Toyo Keizai Inc. KYOTO, Japan, Oct. 24, 2022 (GLOBE NEWSWIRE) -- Nidec Corporation (TSE: 6594) (OTC US: NJDCY) (“Nidec” or the “Company”) announced today that it has instituted an action against Toyo Keizai Inc. and concerned individuals, requesting apology advertisements, among others, and submitted to the competent police station a damage report and a written complaint on the defamation by the aforementioned parties, stating that the recent article published by Toyo Keizai Inc. on the Company is false and defames it. 1. Details of th...
Nidec Announces Differences between Projected and Actual Financial Res...
Nidec Announces Differences between Projected and Actual Financial Results for First-Half FY2022 KYOTO, Japan, Oct. 24, 2022 (GLOBE NEWSWIRE) -- Nidec Corporation (TSE: 6594; OTC US: NJDCY) (the “Company”) today announced differences between its financial forecast for the six months ended September 30, 2022 (previously announced on April 21, 2022) and the actual financial results released today. The details are as follows: Differences between Projected and Actual Financial Results for Six Months Ended September 30, 2022 (IFRS) From April 1, 2022 to September 30, 2022 (Millions of yen, ...
Nidec Announces Financial Results for Fiscal Second Quarter and Six Mo...
Nidec Announces Financial Results for Fiscal Second Quarter and Six Months Ended September 30, 2022 KYOTO, Japan, Oct. 24, 2022 (GLOBE NEWSWIRE) -- Nidec Corporation (TSE: 6594) (OTC US: NJDCY) today announced its consolidated financial results under the International Financial Reporting Standards (“IFRS”) for the period of April 1, 2022 through September 30, 2022. The highlights are as follows: ・First half net sales stood at a record high of ¥1,130.8 billion, 24.2% higher Y/Y. ・First half operating profit increased 8.1% Y/Y to ¥96.4 billion, marking a record high. ・First half profit ...
Nidec Comments on Toyo Keizai Online’s Article Published on October 24...
Nidec Comments on Toyo Keizai Online’s Article Published on October 24, 2022 KYOTO, Japan, Oct. 24, 2022 (GLOBE NEWSWIRE) -- Nidec Corporation (TSE: 6594) (OTC US: NJDCY) (“Nidec” or the “Company”) noted today that Toyo Keizai Online published an article on October 24, 2022 which, following its October 7, 2022 article, expresses doubts that Nidec is conducting inappropriate processing in the acquisition of treasury stock. After receiving a letter of inquiry from Toyo Keizai Inc. regarding the matter in question on October 20, 2022, the Company replied on the same day that the claim is ba...
Nidec Comments on Toyo Keizai Online’s Article
Nidec Comments on Toyo Keizai Online’s Article KYOTO, Japan, Oct. 11, 2022 (GLOBE NEWSWIRE) -- Nidec Corporation (TSE: 6594) (OTC US: NJDCY) has noted today that Toyo Keizai Online published an article on October 7, 2022 which expresses doubts that Nidec is conducting inappropriate processing in the acquisition of treasury stock. The article is completely wrong. Nidec complies the laws and regulations and is considering legal measures against the media. Contact: Masahiro Nagayasu General Manager Investor Relations
Nidec Announces the Status of Share Repurchases and the Completion of ...
Nidec Announces the Status of Share Repurchases and the Completion of the Share Repurchase Plan (Repurchases of Shares Pursuant to Item 1 of Article 459 (1) of the Companies Act of Japan) KYOTO, Japan, Sept. 08, 2022 (GLOBE NEWSWIRE) -- Nidec Corporation (TSE: 6594; OTC US: NJDCY) (the ”Company”) today announces the status of the Company’s share repurchases under its repurchase plan in accordance with the Articles of Incorporation pursuant to Item 1 of Article 459 (1) of the Companies Act of Japan. The Company also announces that the Company’s share repurchase plan authorized by the ...
Nidec Announces the Status of Own Share Repurchase
Nidec Announces the Status of Own Share Repurchase (Repurchase of own shares, pursuant to the Company’s Articles of Incorporation based on the provisions of Item 1 of Article 459 (1) of the Companies Act of Japan) KYOTO, Japan, Sept. 01, 2022 (GLOBE NEWSWIRE) -- Nidec Corporation (TSE: 6594; OTC US: NJDCY) (the “Company”) today announced the status of the Company’s own share repurchase under its ongoing repurchase plan resolved at a meeting of the Board of Directors held on April 21, 2022, pursuant to Item 1 of Article 459 (1) of the Companies Act of Japan. Details of Share Repurchase ...
Nidec Signs Joint Venture Agreement with Norwegian Semi-Solid Lithium-...
Nidec Signs Joint Venture Agreement with Norwegian Semi-Solid Lithium-Ion Battery Manufacturer FREYR Battery KYOTO, Japan, Aug. 30, 2022 (GLOBE NEWSWIRE) -- On August 30, 2022 (Japan Standard Time), Nidec Corporation (“Nidec”) (TSE: 6594; OTC US: NJDCY) signed a joint venture agreement with FREYR BATTERY SA (“FREYR”) (NYSE: FREY), a Norwegian semi-solid lithium-ion battery manufacturer. 1. Purpose of the agreementFREYR is a lithium-ion battery manufacturer founded in 2018, listed on the New York Stock Exchange in 2021, and planning to start mass production in 2024. FREYR has innovative s...
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