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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Global Funds - Japan Momentum Stalls
A brief note on how rising allocations in Japan among global funds have stalled since the start of the year. Latest Positioning OverviewJapan's...
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Keyence (6861 JP): Where from Here?
On Friday, Keyence dropped another 3.4% to ¥62,970 on rising fears of a trade war. It is now once again near the bottom of it recent trading range....
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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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Keyence (6861 JP): Peak Quarterly Growth Rates
The three months to December was another excellent quarter for Keyence, but the data point to slower growth ahead. Sales, gross profit and...
183 Views