The Week That Was in NorthAsia@Smartkarma - Realty, Steel, & Mobile Games
This is "The Week That Was in NorthAsia@Smartkarma" for the week of March 20.This is a collaborative report among Mio Kato, CFA, Sanghyun Park,...
188 Views
Nabtesco Visit Affirms Viability of Medium Term Plan and Commitment to Shareholder Returns
Our visit to Nabtesco Corp (6268 JP) today left us with a strong positive impression. A risk of a fall in sales in the rolling stock business...
246 Views
Strong FY Guidance Pushes Nabtesco up 6%.
After posting strong results in FY12/2016 (5% above guidance), Nabtesco Corp (6268 JP) offered guidance for FY12/2017 that was 4% above consensus...
172 Views
Could Trump Add to Consolidation Pressure on Japan's Auto Industry
On the 4th of February the Nikkei reported that Toyota Motor Corp (7203 JP) and Suzuki Motor Corp (7269 JP) were in discussions regarding an...
2.5k Views
Nabtesco: The Cheaper Play on Robotics
22.5x PE may not seem terribly cheap, but with 6% of its market cap in net cash and as the proud owner of almost 20% of Harmonic Drive Systems Inc...
274 Views