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...
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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...
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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,...
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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...
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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...
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