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...
282 Views
Omron β 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...
295 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...
304 Views
Omron β Recovery Ahead but More Than Priced In
Omron revised guidance up significantly from Β₯30bn to Β₯40bn. While we believe the company should reach closer to Β₯50bn, this is still probably less...
496 Views
π―π΅ JAPAN β’ Results & Revisions 10/ββββββββββββββββββββ29 - Fanuc, Takeda, Panasonic, Kyocera
β’ BEST & WORST β’ Our best and worst pair from yesterday's announcements is Fanuc (6954 JP) and Omron (6645 JP).Β Source for all charts & tables:...
473 Views