🇯🇵 JAPAN • Results & Revisions 01/27 Fanuc, Shin-Etsu....
Our best and worst pair from Wednesday's 54 results and 32 forecasts/revisions announcements is Fanuc (6954 JP) and Shin Etsu Chemical (4063 JP).
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Yaskawa – Overvalued, But Is It Time to Long Yaskawa, Short Fanuc Again?
We expect the strength of Chinese demand to support Yaskawa's earnings growth and believe that this regional skew will favour Yaskawa over more US...
264 Views
🇯🇵 JAPAN • Results & Revisions 01/08 - Yaskawa, Seven & I
Our pick of Tuesday's best and worst large-cap announcements are Yaskawa Electric (6506 JP) and Seven & I (3382 JP). _____
216 Views
Asia Short Interest Weekly: Xiaomi, Evergrande, Toshiba, Asahi, NBF, Samsung, Hynix, TSMC, Acer
In Korea, shorts are throwing in the towel while short positions keep increasing in Taiwan. The report looks at stocks where there have been large...
317 Views
Yaskawa – Bad Reaction to Good Results
Prior to Yaskawa’s 1Q results back in July we noted that consensus looked light for the quarter and we felt that it was also too light for both 2Q...
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