Ex Div, page-2

Thanks for your post, TJ. I find myself (again) agreeing with you about the general direction of the share price, partly because Stan appears to be doing better than expected, but also because the stock continues to look oversold; fundamentals are reasonable (relatively little debt); and the dividend, although lower, is not bad.

That said, I wonder how you figure the “forecasts are now looking much much better”. The consensus earnings forecasts for NEC have recently been slipping, per the attachment (sourced this morning from Thomson Reuters). Further, your assertion that “it is forecasted (not just from nine but other analysts) that the income of the company will steadily grow” looks incorrect based on the same source. What am I missing?