Yaskawa – Is Sigma-X Going to Drive Large Margin Gains?
Despite Yaskawa beating on revenue and missing on OP, we actually believe the outlook for margins for the company is even better than they let on.
396 Views
Asia Short Interest: Baidu, Kuaishou, Smoore, Yaskawa, BASE, Toshiba, Celltrion, Samsung, Largan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
328 Views
Misumi Group (9962): Muted Response to Upward Revision
As expected, management raised FY Mar-21 guidance. But the market response was muted, probably due to excessive valuations. In factory automation,...
338 Views
Asia Short Interest: Lenovo, AIA, Nongfu, Wuxi Bio, Toshiba, Freee, Canon, Samsung, Celltrion, TSMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
237 Views
Japan Breaking Out; EM Remains Leadership
Major global indexes continue to trend higher and are devoid of bearish inflections. As a result, we remain bullish and we continue to recommend...
281 Views