Critical Supports Holding in the US, Europe, & Japan; Buying Health Care, Utilities, Materials, Tech
Various indicators are making a turn for the better, including early signs of interest rates bottoming in the US and Germany, a false breakdown in...
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Omron – Momentum More Than Priced In
Omron beat consensus on results and posted guidance that was above consensus on both the revenue and OP lines. Nevertheless, valuations are...
184 Views
Omron - Improving Margins, but Priced Above Its Potential
Omron's Industrial Automation and Healthcare businesses continue to drive upward revisions in OP guidance but with margins already at high levels...
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Omron – Recovery Ahead but More Than Priced In
Omron revised guidance up significantly from ¥30bn to ¥40bn. While we believe the company should reach closer to ¥50bn, this is still probably less...
379 Views
🇯🇵 JAPAN • Results & Revisions 10/29 - Fanuc, Takeda, Panasonic, Kyocera
• BEST & WORST • Our best and worst pair from yesterday's announcements is Fanuc (6954 JP) and Omron (6645 JP). Source for all charts & tables:...
339 Views