HCM: Consensus OP JPY67bn, Guidance Raised to JPY77bn, JPY100bn Possible
HCM released extremely strong 3Q earnings today with revenue up 42% YoY, and 6.5% QoQ. OPM continued its upward climb, breaching the...
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Harmonic Drive Placement: Positive on ST Momentum but Valuation Keep Us Cautious LT
On Jan 5 Harmonic Drive Systems Inc (6324 JP) announced a secondary placement to shore up the company's finances as it moves forward with...
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Reflecting on 2017 and Core Ideas to Start 2018
2017 was an eventful year for us. Our experience writing for Smartkarma inspired us to join forces with Finatext, an alternative data/fintech...
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HCM Vs. Komatsu: Regional Momentum Comparison and Valuations
HCM and Komatsu both released stellar 2Q numbers, upgrading earnings guidance as both companies benefitted from sizable acquisitions completed...
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