Hyundai Heavy Industries Holdings - Update on Its Implied Valuation
We have a positive view on Hyundai Heavy Industries Holdings (267250 KS) (HHIH). Our sum-of-the-parts analysis suggests a base case implied value...
205 Views
Yaskawa: Robotics Keeps Chugging but There Are Troubling Signs for Motion Control
Following middling earnings yesterday Yaskawa started the day up 2.2% but has since dropped and is now down 1.5% in an up market. Our initial...
173 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%,...
177 Views
Japan Style Analysis - Growth and Not Value Names Are Outperforming....
While it is well known that Value has historically driven the Japanese market, that has not been the case over the last couple of years. In fact,...
135 Views
Increasingly Positive on Robots and Inverters, Hoping for a Servomotor Hiccup to Buy on a Dip
We visited Yaskawa last week to find the company in healthy spirits and with a strong outlook for next year. We have been concerned since the end...
211 Views