Yaskawa: Visit Reaffirms LT Potential but It's Too Early to Invest, Semi Capex Readthrough Poor
We visited Yaskawa Electric Corp (6506 JP) today and spent some time discussing current conditions. The main focus was on orders from China and...
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Harmonic Drive Channel Pivot and Buy Support
Today's gap down in Harmonic Drive Systems Inc (6324 JP) sets the tactical tone as we press on lower channel support where a reversal at this...
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Harmonic Drive: Order Cancellations Cause Harmonic Drive to Plunge Limit Down, -50% From Jan Top
Three data points are generally considered the minimum necessary to constitute a pattern, and following Fanuc Corp (6954 JP)'s extremely weak...
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Japan & Korea@Smartkarma: All About Altaba, Automation and Autos Apparently
Two quiet weeks when holidays, the world cup and a dominance of macro had readers attention diverted were punctuated by a series of announcements...
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LightStream Factory Automation View: Still Early in the Downcycle
We had been positive on the factory automation robotics names for most of last year, favouring Yaskawa Electric Corp (6506 JP), Nabtesco Corp (6268...
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