In today’s briefing:
- Yaskawa (6506 JP): Start of a New Factory Automation Growth Cycle
Yaskawa (6506 JP): Start of a New Factory Automation Growth Cycle
- The outlook for factory automation is improving with inventory clearance, the upturn in the semiconductor industry and an AI-enhanced response to the labor shortage.
- Yaskawa’s margins should continue to rise with renewed growth in Robotics, efficiency gains and an upgraded product line.
- Valuation stretched at 30x EPS guidance for FY Feb-25, but current weakness looks like a long term buying opportunity.
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