Veralto: The Power of Customer Dependency and Recurring Revenue
Veralto's products and services are typically low cost but critical leading to high recurring sales, solid profitability and a leadership position...
423 Views
CMES AI Robotics IPO Preview
CMES AI Robotics is getting ready to complete its IPO on KOSDAQ in October. CMES provides intelligent robot solutions that combine AI and three...
608 Views
Keyence (6861 JP) | 3 Reasons to Ignore Inflation and Rising Rates
Keyence,, the global leader in industrial automation equipment, has lost 25% YTD on rising inflation and interest rates. Keyence is a good hedge...
395 Views
U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
302 Views
Keyence (6861 JP): Undermined by Weak Demand and Uncertainty
1Q results confirmed the first decline in Keyence's sales and profits in a decade. Caused by cyclical weakness in major user industries followed by...
562 Views