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    Shingo Hirata

    senior equity research analyst at WBS Securities

    Shingo Hirata is a senior equity research analyst at UBS Securities Japan Co., Ltd., specializing in Japanese technology and electronics sectors with a focus on companies such as Murata Manufacturing. Recognized for his thorough industry analyses and impactful investment insights, he has been consistently listed as a leading analyst covering major Japanese corporates, contributing to widely referenced industry reports. Hirata began his finance career in the early 2000s and has built a strong track record at UBS Securities, known for his in-depth company coverage and reliable recommendations. He holds credentials appropriate for senior securities analysts in Japan, including registration under local regulatory frameworks and applicable securities licenses.

    Shingo Hirata's questions to NNDNF leadership

    Shingo Hirata's questions to NNDNF leadership • Q2 2025

    Question

    Questioned the EV drive motor business forecast, the consequences of missing targets, the expected margin for the component business, and the timeline and cost forecast for the ACIM business unit consolidation.

    Answer

    The EV unit forecast was corrected to 355,000 units due to market fluctuations, but the company is prepared to maintain profitability even with volume changes and will not invest further in capacity. The goal is to secure a standard component-level profit margin for the NPE joint venture. The ACIM consolidation began on October 1 and is a one-year plan, with significant costs not expected as it's part of an ongoing, profit-generating reform process.

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