Yaskawa (6506 JP): Start of a New Factory Automation Growth Cycle
Long-term buy with share price down 10% in the past month as orders bottom out. Robotics looking up with inventory cleared and need for automation...
388 Views
Fast Retailing: Earnings Preview
Despite expecting a strong earnings beat, concerns over high valuations and index issues make us cautious about trading Fast Retailing in the...
325 Views
Mitsubishi Heavy Industries (7011 JP): Take Profits and Wait for Reality to Catch Up
Take profits in MHI as the very strong order flow and prospects for sales growth and rising margins over the few years should be in the price while...
336 Views
Tencent 4Q2023: Gaming Declines Yet Again, Margins Have Further Upside
Tencent's 4Q revenue and OP grew YoY, but below consensus estimates. Games biz declined again after seeing growth in the last 3-quarters. New high...
373 Views
GoTo 4Q2023: Improved Profitability and a Plan to Buyback Shares to Rescue Falling Share Price
GoTo reported improved profitability in 4Q2023, but declining growth raises concerns about sustainability. Despite improved profitability and a...
344 Views