Primer: Fanuc Corp (6954 JP) - Dec 2025
Dominant Market Leader with a Wide Moat: Fanuc is a global leader in factory automation, holding significant market share in CNC systems...
205 Views
Zhejiang Sanhua Intelligent Controls IPO Lockup - US$800m Cornerstone Release
Zhejiang Sanhua Intelligent Controls (2050 HK), raised around US$1.4bn in its H-share listing. The lockup on its cornerstone investors is set to...
204 Views
EQD | Long Nifty 50 Vs. Short Nikkei 225 - A Relative Value Option Strategy with a Kicker
Option strategy: exploit relative value in implied volatilities combined with directional positioning for a leveraged payoff in a long Nifty 50 vs....
694 Views
Fanuc (6954) | Growth Flickers, Visibility Dims
Fanuc sees revenue growth from robomachine demand in Asia, but weak core robot sales. Uncertainty on tariffs and FX leads to forecast cuts and...
408 Views
Makino Milling Machine (6135 JP): Progress Update While Mixed, Should Calm Nerves
While the update is arguably mixed as it lends support to both the bulls and bears, it is positively skewed, which should calm nerves and narrow...
414 Views