Harmonic Drive: Not Out of the Woods
Harmonic Drive Systems (6324 JP) reported 1Q earnings on Friday with results surpassing consensus as the revenue decline was milder than expected,...
417 Views
Yaskawa: Poor 1Q Should Correct Expectations and Share Price But Start Searching for an Entry Point
Yaskawa Electric (6506 JP) reported 1Q earnings today, kicking off the season for the factory automation space in rather dour fashion with revenue...
470 Views
🇰🇷 🇯🇵 That Was The Week That Was in North Asia - 13th-18th May - "Events, Dear Boy, Events".
A busy week for Smartkarma's North Asian team as the spring earnings announcements reached their peak in Japan after the extended Golden Week...
534 Views
Harmonic Drive: Nothing Harmonic About the Guidance
Harmonic Drive Systems (6324 JP) reported earnings after the close on Friday with results being largely in line with consensus while guidance was...
446 Views
Yaskawa: Positive Impression from Our Visit but Too Early for 30x PE
After visiting Yaskawa Electric (6506 JP) today we believe we were probably too negative on the Motion Control segment earlier and that the...
676 Views