Puestos
24$7012 (-1,31 %) After the share came through March relatively well, it has now fallen very sharply since yesterday. I had only read that Kawasaki is once again eligible to bid for defense contracts, which sounds pretty good. But the share price looks different.
Do you know anything more specific? Are you staying on board? Many thanks Dank🙏🏼
New episode.
$7012 (-1,31 %) - Kawasaki Heavy Industries
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Japan's Air Self-Defense Force recently published photos showing Kawasaki's new EC-2 EloKa aircraft for the first time. This is a special version of the C-2 transporter - with a very thick lip.
Japan's latest and largest fighter aircraft is visually quite disfigured - but looks are rather secondary when it comes to the Kawasaki EC-2. For the time being, it remains the secret of the Kawasaki designers how the pompous attachments on the nose, roof and tail affect the aerodynamics and flight characteristics. The test pilots who have the honor of taking a seat in the cockpit of the EC-2 will soon find out.
What is clear, however, is that the "sprayed-on lips" on the nose, the two humps on the back of the fuselage and the side panels on the tail conceal state-of-the-art technology for electronic warfare - and that the EC-2 is intended to succeed the old EC-1 as a jamming aircraft, which retired in 2025 after almost four decades of service, leaving an operational gap at the Japanese company.
The photos of the EC-2, published by the Development and Test Command of the Japanese Air Self-Defense Forces, show the newly modified aircraft on the ground at Gifu Air Base. The identification 68-1203 can be read on the tail - which means that the EC-2 airframe is already nine years old and has had a "first life" as a normal C-2.
Up to four EloKa-Kawasakis for Japan
While the predecessor EC-1 remained a one-off throughout its existence, Japan is reportedly planning to put a total of four EC-2s into service. However, this is not yet final; the Japanese Agency for Procurement, Technology and Logistics (ATLA) emphasizes that the required number of EC-2s is "currently being reviewed".
The provisional schedule envisages testing the modified aircraft in the current financial year and it is expected to enter service around mid-2027. The new EloKa-Kawasakis will be based at Iruma Air Base, where the Japanese Electronic Warfare Squadron, which also operated the EC-1 until 2025, is stationed. Meanwhile, the conversion of the 1203 will reduce the number of C-2s currently used by Japan as transport aircraft to 16 (out of a total of 18 delivered). One aircraft previously also used as a transporter, the 15-year-old 18-1202, which was built as a second prototype, was already converted into the EC-2 electronic reconnaissance aircraft in 2018.
Interference systems largely secret
Exactly which systems are hidden under the EC-2's bulges remains unknown. The excessively wide nose is presumably due to the antenna system of the electronic jamming device J/ALQ-5 from Toshiba, which is used to combat enemy radar stations and already provided a similarly striking front section in the predecessor EC-1. The other beads are also likely to include systems for signal jamming and suppression as well as satellite communication, although the details of these remain under wraps.
In addition, the EC-2 has a series of optical sensors on the fuselage, which are presumably part of the self-protection and missile defense system.
Hello my dears,
the fantasy that AI swallows software has unfortunately had a greater impact on my portfolio than on the indices.
I hope it was just a carnival ghost, and that's why I'm not changing much for the time being.
Then there are the strange reactions to the quarterly figures.
My two new stocks $7012 (-1,31 %) Kawasaki and $EXENS (-1,27 %) Exosens have settled in well. And are slowly starting to bear fruit.
Considering that February is historically one of the worse months on the stock market, I am satisfied. Even if it annoys me to be behind the indices.
YTD and on an annual basis, I am well above the indices and am still satisfied with the performance for the time being.
My dears, how satisfied are you?
+ 1
I actually had individual stocks like $6861 (+3,6 %)
$6920 (+4,27 %)
$7012 (-1,31 %)
$2802 (+3,49 %) on the screen. Why has it now become the $XNKY (+1,72 %) become?
ETF instead of individual stocks:
Instead of having to choose between the Japanese tech giants, I wanted to reduce the complexity by adding the 225 largest stocks to my portfolio.
Momentum affinity:
Since I am a fan of momentum (also have Europe Momentum in the core), the price weighting of the Nikkei 225 suits me more than the classic market capitalization.
Although Japan is already included in the $FWRG (+0,67 %) I am now deliberately overweighting it. I believe that Japan still has a lot of potential to develop.
My aim is to realize gains from my individual stocks such as $ASML (+2,14 %) and $GOOGL (+1,36 %) as soon as a return of 200% has been achieved. Then I take the stake out and shift into the ETFs. This is how I prepare myself for times when I have to worry less about my portfolio and it becomes a self-runner.
I've realized that I spend too much time on the stock market and I want to reduce that.
My core should consist of 75% in future
Satellite with the mentioned profits and individual assets or altcoins at 25%.
My USA share is currently 40%, Europe 16%, Asia 12%, gold 12%, crypto 8%. I have the rest in $XEON (+0,03 %) lying around.
The USA share should not exceed 50%, as I believe in Europe, emerging markets and Japan.
Hello my dears,
I have noticed in the last few comments that you are interested in Japanese players from the growth sectors. With Kawasaki $7012 (-1,31 %) I have already heard from some people that they are very sad about not having bought after my presentation.
But many of you are also annoyed by all the fantasies about how AI could make everything disappear. And the resulting exaggerated sales.
That's why there's an exciting company for you today. One that is giving a lot of thought:
"How can we use AI to improve the everyday lives of us humans. Without the AI causing any harm in the process"
It is definitely worth taking a look at the entire presentation by clicking on the link. 251203_01.pdf
Again, I look forward to many comments and hope for a great discussion.
In terms of the chart, the share is at an exciting level. But probably not yet a time to buy.
What do you think?
Have fun reading!
Many of you will certainly associate NEC with computer hardware and POS systems. And that's why I'm sure you'll be all the more amazed at what NEC has to offer. And why I am introducing the company to you. I hope you enjoy it as much as I do.
The NEC Corporation specializes in the manufacture and marketing of computer and telecommunications equipment. Net sales are distributed among the individual activities as follows:
- IT services (53.9%): Integration, maintenance, outsourcing, support services, etc.;
- Sales of IT infrastructure products and network systems (17%). In addition, the Group offers network services;
- Sale of software for digital government and financial services (14.9%);
- Other (12.7%): Sales of hardware, cell phones, lighting products, energy management and storage systems, etc.
The geographical breakdown of net sales is as follows: Japan (75%), Asia/Pacific (11.2%), Europe/Middle East/Africa (9.8%) and the Americas (4%).
The NEC Corporation was founded in 1899. Today, the NEC Group's approximately 110,000 employees use world-leading AI, security and communication technologies to meet the most pressing needs of customers and society.
NEC and Netcracker
In 2008, after 15 years of independent growth, Netcracker became a wholly owned subsidiary of NEC Corporation. The combination brought together NEC's 100+ years of networking expertise and innovation with Netcracker's deep IT understanding and aggressive go-to-market strategy.
Since then, NEC has consolidated all of its telecommunications software and services assets under Netcracker. These assets range from innovative applications and service platforms - including customer, service and network management - to NEC's comprehensive range of professional services.
NEC currently generates around 14-15% of its sales in the Aerospace & Defense sector.
This is a remarkably high proportion for an IT-heavy company like NEC - and explains why NEC is regarded as a strategic player in the space and security technology sector in Japan.
NEC Space Systems
NEC's space-related business began in 1956 when it supplied a rocket telemetry transceiver system to the Production Engineering Laboratory of the University of Tokyo. NEC subsequently led the development of Japan's first satellite, Ohsumi, which was launched in 1970. Since then, NEC has been involved in the development of some 80 satellites, including communications, broadcasting, earth observation, astronomical observation, engineering test and interplanetary exploration satellites.
The Internet connects the world
[99% of global communications]
Over 99% of intercontinental communication relies on undersea cables.
submarine cables. The NEC has been developing digital infrastructure for over half a century
Intelligent agricultural management
CropScope innovates agricultural operations with digital farming using AI and data analytics
. Optimizes all players in the food and agriculture value chain
November 19, 2025
FinTech
There areFacial payments with NEC's world-leading facial recognition, NEC Financial Insights and Supply Chain Finance, NEC's Cyber Intelligence & Operation Center that protects always-on financial services, and Avaloq's co-developed front-to-back banking solutions with partners.
NEC is a pioneer and advocate of digital government
(my dears perhaps a good partner to drive digitalization in Germany)
NEC has decades of experience in enabling the digital transformation of government services and has continuously expanded its service portfolio in this sector over the years. Digital government is a key priority for the company, as NEC's vision for a digitized world aligns with its corporate philosophy of "Orchestrating a Brighter World". Through its many business divisions, NEC is able to enable the complete digital transformation of government services in areas such as national citizen identification, public safety solutions, e-health and intelligent transportation. At the heart of these shortening services is NEC's key expertise in technologies such as biometrics, AI, 5G and cloud computing, which are constantly providing governments with new and more efficient ways to deliver services to their citizens.
The presence of
NEC's presence in Digital Government has grown significantly in recent years and has become an increasingly global organization, as the company additionally acquired Denmark-based Northgate Software Solutions (now known as NEC Software Solutions UK) in 2018 and Denmark-based KMD in 2019 to provide a more comprehensive suite of IT solutions to its government partners. These acquisitions, combined with NEC's internal R&D initiatives, have created a strong foundation to create new digital government solutions that enable fair and efficient access to government services for all in an efficient, transparent and secure way. As a leader in the digital government industry, NEC is committed to leveraging its core technological expertise to create a safer and smarter society.
My dears, such projects naturally mean recurring revenue.
So that the post doesn't get too long, I'll add the link here for more products and solutions.
Revolutionizing air travel in India: NEC's digital ID solution
Airport Authority of India (AAI): Fallstudie | NEC
New real-time information system for public transport in Canterbury
Umwelt Canterbury: Smart Transportation | NEC
City solutionProvince of Córdoba
Provinz Córdoba: Fallstudien | NEC
NEC Cybersecurity at the forefront: high hopes for new center "Protecting . JP"
December 16, 2025
NEC's technological strengths
What is needed: Comprehensive capabilities to utilize AI, security and platforms in society
AI
Security
Platform technologies
High technological competitiveness on a global scale
Advanced technologies are the driving force behind NEC's competitiveness - now and in the years to come
What is NEC BluStellar?
BluStellar is NEC's internal and external innovation frameworkwith which the company can advanced technologies (AI, security, platform technologies) systematically:
So it is not a single technologybut a strategic systemthat bundles and accelerates NEC's technological strengths.
What does BluStellar actually include?
BluStellar is an umbrella term for NEC's state-of-the-art technologies:
AI:
Security:
Platform Technologies:
Optical communication, subsea cables, quantum security, optical computing
IR
Mitteilung zum Rückkauf von StammaktienNEU
February 9, 2026
NEC Corporation
1. reason for the buyback
As part of its capital allocation policy, NEC will prioritize aggressive investment in growth areas and return profits to shareholders through capital gains from increased enterprise value and stable dividends.
With this in mind, NEC has decided to repurchase its own shares after fully considering factors such as the improvement in NEC's financial position and the current price of ordinary shares with regard to earnings prospects.
Financial results for the third quarter of the fiscal year ending March 31, 2026
The domestic IT and ANS (aerospace/defense) sector continued its strong performance.
Profit increased due to the strong performance in the aerospace/defense sector and the elimination of one-off expenses from the previous year in the submarine systems sector
・Telecommunication Services recorded expenses in the third quarter to improve future profit structure
JPY in millions2JPY
Estimates
Year Sales Change
2025 3.423.400 -1,55 %
2026 3.554.811 3,84 %
2027 3.761.028 5,8 %
2028 3.953.116 5,11 %
Year EBIT Change
2025 256.500 34,43 %
2026 348.786 35,98 %
2027 416.262 19,35 %
2028 466.228 12 %
Year Net result Change
2024 149.521 30,59 %
2025 175.183 17,16 %
2026 249.076 42,18 %
2027 291.448 17,01 %
2028 331.370 13,7 %
Year Net debt CAPEX
2024 56.425 96.499
2025 81.744 150.625
2026 -164.020 114.626
2027 -283.983 187.751
2028 -460.879 115.735
Year Free cash flow Change
2024 174.729 70,41 %
2025 213.244 22,04 %
2026 141.205 -33,78 %
2027 313.998 122,37 %
2028 330.640 5,3 %
Year EBIT margin ROE
2024 5,41 % 8,4 %
2025 7,49 % 9,1 %
2026 9,81 % 12,24 %
2027 11,07 % 12,87 %
2028 11,79 % 13,12 %
Year Dividend Yield
2025 28 0,89 %
2026 32,75 0,8 %
2027 39,72 0,97 %
2028 44,54 1,09 %
Year P/E ratio PEG
2025 23.9x 1.4x
2026 22x 0.5x
2027 18.8x 1.1x
2028 16.5x 1.2x
Market value 5,473,392
Number of shares (in thousands) 1,335,299
Date of publication 28.04.2025
Maybe something for you too @Max095
Of course, I'm looking forward to your assessment again.
@PikaPika0105
@Klein-Anleger
@Get_Rich_or_Die_Tryin
What do you think of the chart @Multibagger
@TomTurboInvest
+ 2
Last Sunday, the Japanese Prime Minister achieved the best election result ever for her party. Her party received almost 70% (!!!) of the vote, which, with the exception of constitutional amendments, gives her the power to "rule through". If you were to translate the election result (just for fun) into the German party system, the CDU, FDP and AfD would have received around 90% of the vote and all left-wing parties together around 10% 😂
The Japanese benchmark index Nikkei 225 then reached a new all-time high. It is assumed that the defense and tech industries will be strengthened under her government. It wants to create more national champions and at the same time prioritizes national sovereignty. However, tensions with China's communist dictatorship could increase as, unlike her predecessors, she clearly articulates Japan's interests to the Chinese, which they visibly dislike.
What her economic agenda will look like will probably become clear in the coming weeks to months, but I am convinced that the stock markets will benefit significantly. It will probably be a mixture of tax cuts and targeted industrial policy with a focus on high technology.
All in all, I think Japan has made the right decision to combine technology leadership, national sovereignty and security interests. They now have a strong and stable government for the next few years, from which I think we can expect a lot (also for our portfolio) :)
$7012 (-1,31 %)
$5801 (+2,1 %)
$8035 (+2,15 %)
$5344 (+3,66 %)
$9984 (+6,07 %)
$4063 (+2,39 %)
$6324 (+5,98 %)
$6702 (-1,74 %)
$6701 (-5,86 %)
$8306 (+1,3 %)
I remain invested.
Kawasaki Heavy Industries presented progress in the development of a prototype cruise missile at a technology symposium in Japan, which has already been dubbed the "Japanese Tomahawk" by the press.
The project, which was published on the website of the Acquisition, Technology and Logistics Agency (ATLA), aims to test critical technologies for a future national long-range weapon.
The goal is to develop a versatile platform that can employ different types of warheads against sea and ground targets while integrating electronic warfare systems, countermeasures, reconnaissance and special configurations for attacks on fortified structures such as bunkers and command centers. The idea is that the missile serves as the technological basis for a weapon system that can fulfill multiple roles on the modern battlefield.
The system is powered by the KJ-301 turbojet engine, which Kawasaki unveiled at the end of 2024 and which enables a high subsonic speed and an estimated range of 1,500 to 2,500 km - twice as much as the 12SSM-ER currently in service.
Another highlight is the development of integrated software for anti-aircraft missile defense maneuvers, designed to increase the weapon's survivability against short-range maritime defense systems such as Phalanx and AK-630.
Although the prototype is not intended for direct deployment to the Japan Self-Defense Forces, it will serve as a technology demonstrator for a new national cruise missile, the development of which began in late 2024 and is expected to be completed between 2030 and 2033.
Although the prototype is not intended for direct deployment to the Japan Self-Defense Forces, it will serve as a technology demonstrator for a new national cruise missile, the development of which began in late 2024 and is expected to be completed between 2030 and 2033.
Coming soon to the stable you trust: "Corleo" doesn't eat oats, drinks hydrogen instead of water, has a steel mane and only neighs at the touch of a button.
From Richard Friebe
Status: 18.01.2026, 09:45 a.m.
A few months ago, it sounded very different: Kawasaki Heavy Industries presented a concept at the World Expo in Osaka. It made the rounds in the geek community: a four-legged roboton which you could ride moved agilely in very mountainous terrain.
At least that's what it looked like auf dem Video it looked like. But it was a cartoon. Then there was the announcement that something like this could perhaps be produced in 25 years' time. Or not, as is often the case with futuristic studies.
But the Entwicklung von Technologie is progressing very quickly these days.
The company, which is better known for two-wheelers than four-legged friends, now says it wants to have an armada of prototypes ready by 2030. At the next World Expo in Riyadh, Saudi Arabia, visitors could then use them to get from A to B in the same way as the modern scooters made it possible in Hanover in 2000 - without an app and without a battery back then.
A matter for the boss
Series production will then be based on them. It is expected that "Corleo", as the tech horse is called, will actually be available in the horse trade, or wherever such a thing belongs, in 2035.
According to the manufacturer, or potential manufacturer, Corleo will be powered by a fuel cell supplied with energy. The level indicator is where you would pat a normal Pferd tapped encouragingly on the neck. If it is too low, the cowboy, or whoever else is sitting in the saddle, has to look for a nearby hydrogen hole as quickly as possible. The horseshoes should be made of rubber, and the control should work intuitively via the rider's body movements.
Of course, according to the company's PR, all this is also for a good cause, so to speak. After all, such a vehicle - or companion, or even horse - could also enable people with restricted mobility to move around. herausforderndem Terrain make movement possible.
In any case, Kawasaki has now set up its own internal department for Corleo and perhaps other additional members of the herd. The "Safe Adventure Business Development Team" reports directly to the company president, which sounds like a high priority. high priority sounds like a high priority.
Kawasaki has not yet announced how many horsepower the horse will have. And what it lacks so far is a real head. It could easily accommodate a minibar - or a screen on which you could watch nature documentaries when the trip gets too boring.
My dears,
The share is giving me a lot of pleasure right now.
Kawasaki Heavy Industries and Japan Suiso Energy, Ltd (JSE) have signed a contract to build the world's largest liquefied hydrogen carrier with a capacity of about 40,000 cubic meters to support the development of a commercial-scale international hydrogen supply chain.
The ship will be built at Kawasaki's Sakaide Works in Kagawa Prefecture as part of the New Energy and Industrial Technology Development Organization's Green Innovation Fund project.
The project aims to demonstrate the loading and unloading of liquefied hydrogen from ship to shore and conduct ocean trials by the end of fiscal year 2030.
This new carrier follows Kawasaki's earlier construction of the 1,250 cubic meter Suiso Frontier, the world's first liquefied hydrogen carrier, and its involvement in the successful first pilot demonstration of hydrogen loading, transportation and offloading between Japan and Australia.
Designed to respond to anticipated global hydrogen demand in the 2030s, the vessel will feature high-performance insulation to limit abboil gas, an electric propulsion system with a dual-fuel hydrogen/oil generator, and cargo handling systems to enable the transportation of liquefied hydrogen between shore and ship.
The project will be implemented in parallel with the Kawasaki LH2 terminal currently under construction in Ogishima and will be developed as an important base for the commercialization of the liquefied hydrogen supply chain.
The 'Hy Touch Kobe' terminal is being built in Japan for the HySTRA research consortium and can process hydrogen cooled to -253°C for import from Australia.
Together, these facilities will form the basis of a commercial hydrogen export and import infrastructure.
Kawasaki and JSE said the new supplier will help ensure a stable supply of large volumes of hydrogen and support the decarbonization of power generation, mobility and industry.
The partners plan to work with various companies to advance a hydrogen-based society and contribute to long-term carbon neutrality goals.
