Harmonic Drive – Recovery Coming Through but Will This Be Another Daifuku?
Harmonic Drive posted reasonable results and revised up guidance to more reasonable levels, but the real driver for the stock could be the sale of...
262 Views
End of An Era: Nabtesco and Harmonic Drive Dissolve Their Alliance - Event Lost, Pressure On
Harmonic Drive and Nabtesco have decided to dissolve their partnership and Nabtesco will sell the 19% it owns in the market over time. This means...
1.3k Views
Cautiously Optimistic on Global Equities
We are constructive on global equities and would be buyers on a pullback. A move below $77 would start to get very concerning, and would leave $75...
213 Views
Global Equity Strategy:
Key $70 support on the MSCI ACWI (ACWI-US) held strong last week, and ACWI-US is now inflecting topside its bullish falling wedge pattern. This...
190 Views
Japan - Sharp Rise in Consumer Discretionary Shorts
The short notional in the market for the week ending 24 January is US$24.53bn (down by US$250mm) with the largest short positions in Itochu Corp...
303 Views