Komatsu, HCM, CAT: The Stock Punishment Does Not Match the Outlook Deterioration Crime
We have been struck by the degree of underperformance of the construction machinery names despite strong earnings performance. While the cyclical...
653 Views
*TW3/North Asia* That Was The Week That Was 🇰🇷 🇯🇵 11th-17th February 2019 @Smartkarma
TW3 NORTH ASIA - This was a busy week for the North Asian team on Smartkarma. with 967 results announcements and 577 forecasts revisions in Japan...
546 Views
Robotics Earnings: Nabtesco and HDS Results Strong; Still No Reason to Own Fanuc
Following a long period of weakness, robotics related stocks are displaying stronger performance recently as 3Q results have come in weak, but...
738 Views
Fanuc Bullish Trade Points off of Base Line Support
Fanuc Corp (6954 JP) shows increasing signs of a basing process and opportunities on weakness.Macro retracements display clear synergy with the low...
331 Views
Japan Fortnightly Update: Drip, Drip, Drip...
DRIP, DRIP, DRIP - We 'lead' this fortnight's update with our All-Market Composite Results & Revision Score. Calculated daily, the score is a...
333 Views