bearish•NEC Corp•14 Sep 2023 18:35
NEC (6701 JP): Enough for Now
NEC's share price is up almost 90% since January, but sales and profit growth has declined. Valuations look reasonable. Take profit and wait to see...
bullish•Shimadzu Corp•10 Sep 2023 15:17
Shimadzu (7701): Planing to Make High-End Products in China
The decision to produce high-end products in China is both unavoidable and positive. Aircraft equipment is finally on the rebound. Valuations...
bearish•Advantest Corp•17 Aug 2023 15:13
Advantest (6857 JP): High Gearing on the Downside
1Q results show high gearing on the downside: IC test operating profit down 55%, other segment profits zero. NP down 75%. Further weakness ahead...
bullish•Nidec Corp•16 Aug 2023 08:56
Nidec (6594 JP): Favorable Margin Trends
EV motors now profitable and OP margin on Appliance, Commercial & Industrial above 10%. Forex assumptions very conservative, making upward revision...
bearish•Tokyo Electron•15 Aug 2023 10:57