LightStream Factory Automation View: Still Early in the Downcycle
We had been positive on the factory automation robotics names for most of last year, favouring Yaskawa Electric Corp (6506 JP), Nabtesco Corp (6268...
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Nippon Thompson: Outperforms THK by 15% in 6 Days - Inventory Efficiency May Continue This Trend
Nippon Thompson Co Ltd (6480 JP) is a small cap (JPY72bn market cap) and trades about USD2.5m per day in normal times but has been on a tear...
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Half of Recommendations on TOPIX Companies Are BUY. Highest Since 2011....
Since 2013 when the % of Buy recommendation to total hit a recently low of 43%, that percentage has slowly been inching upward to the current level...
187 Views
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%,...
174 Views
The Two Weeks in NorthAsia@Smartkarma That Were: BOJ/N225, Buybacks, & Biosimilars
The past two weeks involved a long Chinese New Year holiday for many so last weekend's Week That Was was carried over. The "slow" two week period...
181 Views