Sign in

    Jonathan Kees

    Research Analyst at Daiwa Capital Markets

    Jonathan Kees is Executive Director and Senior Research Analyst at Daiwa Capital Markets America, specializing in the telecommunications, software, and technology sectors with deep expertise in companies such as Comcast among others. He has earned industry recognition as a Refinitiv Starmine Top Stock Picker and a top Thomson Reuters earnings estimator, with a history of delivering top-tier returns and leading investment performance in competitive sectors. Kees began his research career as an Associate at Smith Barney, later advancing through roles at Bear Stearns, CapStone Investments, Summit Research Partners, and Summit Insights Group before joining Daiwa in June 2021. He holds an MBA in Finance from Columbia Business School, a B.S. in Electrical Engineering from Washington University in St. Louis, and is FINRA-registered with securities licenses.

    Jonathan Kees's questions to Nextracker (NXT) leadership

    Jonathan Kees's questions to Nextracker (NXT) leadership • Q2 2025

    Question

    Jonathan Kees of Daiwa Capital Markets followed up on a previous discussion about project cancellations, asking if the company experienced any cancellations during the most recent quarter.

    Answer

    CEO Dan Shugar stated directly that Nextracker had not had any projects canceled in the quarter. He provided context that the single cancellation from the previous quarter was an anomaly, representing just one out of over 500 active projects.

    Ask Fintool Equity Research AI