Yaskawa's Stock Price Overvalued
Although we are bullish on narrow-moat Yaskawa’s growth outlook, and the company’s second-quarter results (excluding the JPY 1 billion loss-making...
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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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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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Canon (7751) - New Camera Plant in Japan Sees Start of Attempt to Raise Revenue Per Employee
News over the weekend that Canon (7751 JP) is opening a new camera plant in Japan – its first one for 10 years – is a positive development, albeit...
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