Senior Technology Analyst, Japanese Equities, LightStream Research

Scott Foster

Securities analyst covering electronics, precision equipment & robotics, engineering, construction, transport and other sectors for more than 25 years in Japan and 3 years in Korea. Permanent resident of Japan.

Senior Technology Analyst, Japanese Equities

Nidec (6594 JP): Robot Gear Expansion to Put Pressure on HDS (6324 JP)

Gravity Works As WeWork Doesn't; Now Plan B

Nidec – Small Precision Motors and Automotive Concerning

Long-Short Analysis on Japan, Asia and the World

LightStream Research

LightStream conducts quantitatively rigorous and data-driven analysis with a focus on Japan and Asia.

We consistently cover the Tech, Consumer and Industrial sectors, and provide ECM and Events coverage more broadly.

We supplement traditional qualitative insights from company relationships with a robust quantitative foundation that examines as much historical data as is available.
We further refine the accuracy of our insights and calls through the use of alternative data to flesh out current trends, and through a valuation framework that emphasises non-superficial peer group selection and a proper attempt to understand the metrics and changes that have driven security valuations in the past.

Equity Bottom-Up

<ul>
<li>Nidec's share price jumped 6.5% on Friday, June 24, suggesting support near ¥8,000.</li>
<li>Reconsider the company's future as CEO Nagamori leads the turnaround of OKK and makes machine tools and industrial robots into a new product division.</li>
<li>Nagamori, who will turn 78 in August, is still the Key Man at Nidec.</li>
</ul>


Nidec's share price jumped 6.5% on Friday, June 24, suggesting support near ¥8,000.
Reconsider the company's future as CEO Nagamori leads the turnaround of OKK and makes machine tools and industrial robots into a new product division.
Nagamori, who will turn 78 in August, is still the Key Man at Nidec.


Nidec (6594 JP): Reconsider Strategy & Management

Nidec Corp

Nidec (6594 JP): Reconsider Strategy & Management