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.

Nidec (6594) | The Number One EV Play in Japan

Japan Weekly | Fast Retailing, Disco, Nidec

Nidec (6594 JP) | The Second Coming of Nagamori

Gravity Works As WeWork Doesn't; Now Plan B

Nidec – Small Precision Motors and Automotive Concerning

Equity Bottom-Up

<ul>
<li>Nidec share price has declined by 32% YTD on the temporary impact of inflation and lockdowns </li>
<li>We expect a Q1 beat (tomorrow) as lower raw material input costs and the weak yen boost operating profits </li>
<li>We are bullish on the stock at 31x forward earnings versus the 5-year average of 55x, especially as China accelerates policies to drive EV adoption  </li>
</ul>


Nidec share price has declined by 32% YTD on the temporary impact of inflation and lockdowns 
We expect a Q1 beat (tomorrow) as lower raw material input costs and the weak yen boost operating profits 
We are bullish on the stock at 31x forward earnings versus the 5-year average of 55x, especially as China accelerates policies to drive EV adoption  


Nidec (6594) | Q1 to Beat on Falling Raw Material Costs

Nidec Corp

Nidec (6594) | Q1 to Beat on Falling Raw Material Costs