bullish

三菱電機のノゾミネットワークス買収は潜在的な触媒となるか

Jay has highlighted this Insight as a Top Pick
1.7k Views13 Sep 2025 18:10
三菱電機によるNozomi Networksの買収は、運用技術セキュリティに重点を置いた、業界をリードする産業サイバーセキュリティソリューションプロバイダーになるための戦略的転換を示している。
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  • 結論と市場見通し
Boomeranged on Mon, 3 Nov 2025 15:39
Mitsub. Elec had exciting H1 results Fri.: revenue 2732.5B (88.9B) and operating profit 224.3B (+47.6B), driven by Infrastructure sales, revenues in digital manufacturing, infrastructure and security solutions business. FCF up sharply 297.9B 1HFY26 vs 152.9B 1HFY25. FY26 revenue was raised to 5,670B (raised 270B from prev. forecast). About in line with our positive expectations.
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