Fanuc: Orders Peaked in 1Q, Sector Share Prices Weak, This Could Be the Top
Fanuc reported relatively strong 2Q numbers yesterday with revenue of JPY179bn and OP of JPY56.9bn, keeping OPM above 30% for the second quarter in...
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Yaskawa: Still Like the LT Prospects but It's Finally Time to Exit (For Now)
Yaskawa Electric reported a stellar 2Q yesterday with OP up 10% QoQ, even against the record setting 1Q results and the company raised guidance to...
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If You Like Robotics but Find Current Conditions Frothy, Nabtesco Is a Great, Not Good, Compromise
Over the last half year, momentum in certain China-related sectors has surged, with construction machinery, robots and materials all booming. As we...
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Initiating Coverage of Nabtesco With JPY 3,900 FVE and Wide Moat Rating
We initiate coverage of Nabtesco Corp (6268 JP), another automation-related firm and a leading motion-control component and solutions provider,...
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The Week That Was in NorthAsia@Smartkarma: Theatre of the Absurd, AxE, and Mount Paektu
North Korea continues to threaten the world with its nuclear weapons and ICBM missile tests. Yesterday, North Korea launched another long-range...
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