
What smart money is saying about Nidec Corporation
1 fund in our archive has pitched Nidec Corporation — most recently Antipodes Global Value Fund (Hedged) in June 2026.
Nidec Corporation, together with its subsidiaries, develops, manufactures, and sells motors, electronics and optical components, and other related products in Japan and internationally. The company offers medium- and large-size motors, small-size and precision motors, fans and blowers, motor-related products, units and modules, automotive components, mechanical equipment/machine tools, inspection and measuring equipment, electronic devices, as well as mold, molding, cutting, and machining components. Its products are used for applications in robotics, IoT products, home appliances, automotive components, logistics/agriculture, information technology, office automation, mobile optical components, medical and health care products, housing equipment, commercial and professional products, industrial machinery, and processing/inspection equipment. The company was incorporated in 1973 and is headquartered in Kyoto, Japan.
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Position history
Every position in Nidec Corporation on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- New positionAntipodes Global Value Fund (Hedged)June 2026
“Nidec (Entry): We entered a position in Japanese motor company Nidec Corporation, a motor leader repositioning around two structural growth themes; AI data-centre cooling and electrification, while executing a self-help margin story, offering multiple ways of winning against a valuation that appears not to price the cooling optionality.”
Nidec Corporation
Fund coverage · 1 thesis
- Antipodes Global Value Fund (Hedged)June 2026
Nidec Corporation is a motor leader exposed to AI cooling and electrification, with high entry barriers, cash generation, and restructuring upside.
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