🇯🇵 JAPAN • Results & Revisions 01/27 Fanuc, Shin-Etsu....
Our best and worst pair from Wednesday's 54 results and 32 forecasts/revisions announcements is Fanuc (6954 JP) and Shin Etsu Chemical (4063 JP).
198 Views
Fanuc – Great Results but FA Segment Continues to Worry Us
While Fanuc's results were extremely strong and we expect continued growth over the next few quarters, valuations are highly stretched and the next...
237 Views
Yaskawa – Overvalued, But Is It Time to Long Yaskawa, Short Fanuc Again?
We expect the strength of Chinese demand to support Yaskawa's earnings growth and believe that this regional skew will favour Yaskawa over more US...
263 Views
Keyence – Recovery Inbound
China drove an improvement in Keyence's 2Q results just like its competitors. We continue to prefer the name vs. peers but that does not mean the...
262 Views
🇯🇵 JAPAN • Results & Revisions 10/29 - Fanuc, Takeda, Panasonic, Kyocera
• BEST & WORST • Our best and worst pair from yesterday's announcements is Fanuc (6954 JP) and Omron (6645 JP). Source for all charts & tables:...
342 Views