A Potential New and Formidable Entrant into the AI Semiconductor Space: AI Readings
For all the talk of crypto mining generating significant revenue for Nvidia it is important to realize that Bitmain Technologies crypto mining...
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Hyundai Heavy Industries Holdings - Update on Its Implied Valuation
We have a positive view on Hyundai Heavy Industries Holdings (267250 KS) (HHIH). Our sum-of-the-parts analysis suggests a base case implied value...
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Observations from Three Weeks Marketing Japanese Equities in the US
It is widely observed that the Japanese stock market performs poorly in calendar 1Q and seems to do okay for the rest of the year. With that in...
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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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Yaskawa: Robotics Keeps Chugging but There Are Troubling Signs for Motion Control
Following middling earnings yesterday Yaskawa started the day up 2.2% but has since dropped and is now down 1.5% in an up market. Our initial...
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