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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Harmonic Drive Orders Up 179% YoY; LT Story Still Attractive but Expectations May Be Too High
On July 14th Harmonic Drive Systems Inc (6324 JP) (HDS) released order and sales numbers at the parent level, with orders up 179% YoY and 30% QoQ...
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Fanuc's Structural Issues (3): Robotics Business Topline Doesn't Move the Needle for OP - Why?
Continuing our breakdown of Fanuc's separate businesses, we examine the industrial robots business. Unlike the CNC and Robomachine businesses,...
246 Views
Yaskawa - Potential Winner from Midea / Kuka Move, but Only Very Long Term
Recently the Nikkei ran a lengthy article specifically on the Yaskawa Electric / Midea Group relationship, in which Yaskawa president Hiroshi...
218 Views
EUROZONE: Weak Industrial Production Poses Risk to GDP Growth
Industrial production in Eurozone continues to struggle to gain momentum and came in weaker than expected in June which poses a risk to our GDP...
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