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...
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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...
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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...
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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...
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Japan Small Cap Tour: Harmonic Drive Systems THE Purest Cobot Play?
Harmonic Drive Systems (HDSI) is uniquely positioned to leverage potential rapid diffusion in cobots thanks to its light-weight and compact speed...
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