THK (6481 JP): Close to No-Growth Valuation at the Bottom of the Cycle.
THK's share price has outperformed those of its domestic competitors in the market for linear motion guides - most likely because of THK's higher...
346 Views
Nippon Thompson (6480) Buy into This Sell Off, Environment Great and Computer Issues Behind Them.
Nippon Thompson is a bearing maker. Roughly 35% of sales are needle bearings (a very high margin product) and just over 50% of sales are linear...
96 Views
Japan: Scoring Results & Forecasts - Part 3 - Company Winners & Losers
INTRODUCTION - The final part of our Results and Forecast/Revision Scores review will look at the leading and lagging performers and forecasters...
266 Views
Nippon Thompson: Outperforms THK by 15% in 6 Days - Inventory Efficiency May Continue This Trend
Nippon Thompson Co Ltd (6480 JP) is a small cap (JPY72bn market cap) and trades about USD2.5m per day in normal times but has been on a tear...
145 Views
Factory Automation and Trade Wars
Factory automation names are down today (Yaskawa -2.5%, Fanuc -3.2%, Nabtesco -2.4%, Harmonic Drive -4.9%, Omron -1.8%, Keyence -3.0%, SMC -1.3%,...
179 Views