Yaskawa Electric Visit: Steady Performance but Time to Tilt Long Yaskawa/Short Fanuc Pair Shorter
We visited Yaskawa Electric Corp (6506 JP) on Friday to delve into current market shares for their various products, assess the company's stance on...
211 Views
Initiating Coverage of Yaskawa With JPY 2,300 FVE and Narrow Moat Rating
We initiate coverage of Yaskawa Electric Corporation, a leading industrial robotics player, with a fair value estimate of JPY 2,300, implying a...
154 Views
Fanuc's Structural Issues (3): Robotics Business Topline Doesn't Move the Needle for OP - Why?
Continuing our breakdown of Fanuc's separate businesses, we examine the industrial robots business. Unlike the CNC and Robomachine businesses,...
236 Views
The Week That Was in NorthAsia@Smartkarma - N Korea, JTEKT's Lowball Acquisition, and Korean IPOs
Welcome back to those returning from Golden Week. Smartkarma's coverage for the week focused on politics in the Korean peninsula and a slew of IPOs...
328 Views
Golden Ideas for Golden Week
With a five-day weekend upon us in Japan, we take the opportunity to briefly review some of our ideas to date and offer a selection of our highest...
194 Views