Omron (6645) Getting into the BUY Zone
Attached is our note on Omron written one month ago.At that time we concluded it was a buy on weakness, perhaps after the first quarter results to...
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Japan : Q2 Sector & Company Performance Review
DOMESTIC DEFENSIVE SECTORS ▲ GLOBAL CYCLICAL SECTORS ▼ - The Q1 trend shift away from global cyclical sectors accelerated in the second quarter...
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Omron (6645) Buy into What Could Be Perceived as Poor 1Q Results.
Last year’s results were very good. Sales rose 8% to Y860bn and operating profits rose 27% to Y85.9bn. Operating margins came in at 10% vs. 8.5%...
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Factory Automation Earnings: Is the Fanuc Shock for Real?
Fanuc Corp (6954 JP) shocked markets last Thursday by forecasting a 34% drop in OP, together with somewhat underwhelming results. Consensus...
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Factory Automation and Trade Wars
Factory automation names are down today (Yaskawa -2.5%, Fanuc -3.2%, Nabtesco -2.4%, Harmonic Drive -4.9%, Omron -1.8%, Keyence -3.0%, SMC -1.3%,...
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