Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Gravity Works As WeWork Doesn't; Now Plan B

Equity Bottom-Up

<ul>
<li>Nidec’s share price rose by 7% on the largest volume day of the year and on a day where the Nikkei declined by 2%.</li>
<li>The move followed an announcement that Nidec will enhance its CDUs production line in Thailand by 10x by June 2024. CDUs are used to cool AI servers in data centres</li>
<li>The market impact of 250 billion yen implies a sales impact of 69 billion yen, which is far too high for 24,000 units per year</li>
</ul>


Nidec’s share price rose by 7% on the largest volume day of the year and on a day where the Nikkei declined by 2%.
The move followed an announcement that Nidec will enhance its CDUs production line in Thailand by 10x by June 2024. CDUs are used to cool AI servers in data centres
The market impact of 250 billion yen implies a sales impact of 69 billion yen, which is far too high for 24,000 units per year


Nidec (6594) | Liquid Cooling Overheats Stock

Nidec Corp

Nidec (6594) | Liquid Cooling Overheats Stock