We Like to Think of Ourselves as the Biggest Bulls on Yaskawa But...
Robotics names have been on an absolute tear this year with our favourite name in the space, Yaskawa Electric Corp (6506 JP) up 86%, Harmonic Drive...
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Japan Equity Opportunities: High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
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Electronics Industry Overtakes Autos in Chinese Robot Consumption
An IFR press release has updated statistics for China's robot installations in 2016. Some of the key numbers included: 27% YoY growth overall to...
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Which Names Do the Best from September to the End of the Year....
With only 2 weeks left in August, we wanted to highlight names that you should be looking at heading into the next couple of months to the end of...
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Fanuc: 1Q Could Be Peak of Good News with Earnings Falling in 2H
Fanuc Corp (6954 JP) reported strong earnings on 28 Jul but after seeing its stock rise on expectation of strong results into the announcement the...
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