bearish•Nidec Corp•26 Jan 2023 06:46
Nidec (6594): A V-Shaped Recovery Cannot Be Taken for Granted
It is too early to turn bullish on Nidec. The company will probably return to profit after restructuring, but stagflation and competition in EV...
bullish•Nidec Corp•24 Jan 2023 23:00
Nidec (6594) | Down but Not Out
Nidec remains a key beneficiary of multiple megatrends: digital transformation, robotics, energy efficiency and decarbonization. We remain bullish...
bearish•Nidec Corp•08 Jan 2023 10:23
Nidec (6594 JP): New Valuation Benchmark
It is fashionable to criticize Nidec's business model, but valuation compression is the greater risk. Japanese interest rates have started to rise...
bullish•Nidec Corp•18 Dec 2022 07:30
(Mostly) Asia-Pac Weekly Risk Arb Wrap: St Barbara/Genesis, Tyro, Yashili, Acotec, Okk Corp/Nidec
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
bullish•Nidec Corp•25 Oct 2022 04:09