Fanuc – Could There Be a Shock Downgrade?
The FA sector has enjoyed a few strong quarters as COVID helped kickstart an earnings upcycle but while peer Yaskawa upgraded its earnings guidance...
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MicroPort MedBot Pre-IPO - Valuation Appears Reasonable but Sentiment Will Weigh
Shanghai MicroPort MedBot Group (MM), a surgical robot company, aims to raise up to US$200m in its Hong Kong IPO. Valuation appears reasonable but...
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MicroPort MedBot Pre-IPO - Thoughts on Valuation
MicroPort MedBot (MM), a surgical robot company, aims to raise up to US$1bn in its Hong Kong IPO. It is a subsidiary of Microport Scientific (853...
359 Views
Keyence – Time to Step Off and Some Warning Signs for Markets
Keyence has been our top pick in the FA sector and has outperformed peers consistently but while we still consider it the highest quality name...
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Yaskawa – Some Thoughts After Our Call With IR
Speaking to Yaskawa after earnings provided us with some interesting insights on trends in China, its Sigma-X series, profitability for its Robots...
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