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東急(株)【9005】の掲示板 2016/11/25〜2018/07/13
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>>374
貴方は翻訳ソフトを使ってまでして、一体誰に自分の意見を伝えたいのですか？
最初は外国人投資家が書き込みを始めたのかと一生懸命読みましたが、数日前の別の方から貴方への書き込みを読んでから訳することが阿呆らしくなり、今はスルーしています。
多分この掲示板を観ている殆ど全ての人もスルーしていると思います。 -
>>374
① Minebea is a huge company. There are many departments. Each sales should be confirmed.
② Sumida is rapidly expanding parts sales for automotive use. I anticipate that it is particularly strong for Europe. Sumida is making various parts. Please check it from the homepage.
③ Heat resistant? . Bearings are contact working parts and always generate heat. Near Bearing Company is famous for NSK. Tsubaki Nakasima. . . . There are many. Choose a company you like.
tak*****
roy*****
>>368
(1) Minebea has threats/opportunities. I got in at 1400, then added at below 1000 because I thought this company has good core competence, made lots of money off iPhone; then buys Mitsumi at its bottom (became Nintendo supplier before Nintendo turned around). LCD is dying a slow death only, since OLED still too expensive. Recent share buyback announcement was a good sign of company's confidence in its future ("signaling theory"). It was a gamble for me.
(2) I am not sure, but coil (i.e. Sumida) will be used in EV to convert electrical energy into mechanical energy, right?
(3) In Hitachi's recent IR, there is excellent report about share of EV among auto sector in the future. It's a little similar to LCD-->OLED. Ball bearings would remain "cash cow" for a while longer as far as Minebea is concerned? A new type of heat resistant material is needed for making EV ball bearing. Maybe Minebea is working on that? Tsubaki Nakajima is enjoying the monopoly at the moment. My guess only.