KPS IPO Summary - Another Microcap OLED Stock to Test the Market
We have another microcap IPO stock in Korea, which will try to ride on the current OLED super cycle that has been a prevailing theme in Korea's...
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Electronics Industry Overtakes Autos in Chinese Robot Consumption
An IFR press release has updated statistics for China's robot installations in 2016. Some of the key numbers included: 27% YoY growth overall to...
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Yaskawa Gets a Strong Jump in China Sales, Raise FVE to JPY 3,400
We are impressed by narrow-moat Yaskawa Electric Corp (6506 JP)’s strong first quarter operating income that jumped 142% year over year, reflecting...
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A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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Harmonic Drive Orders Up 179% YoY; LT Story Still Attractive but Expectations May Be Too High
On July 14th Harmonic Drive Systems Inc (6324 JP) (HDS) released order and sales numbers at the parent level, with orders up 179% YoY and 30% QoQ...
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