Asia: The Year in Shorts
There have been large increases and decreases in short interest on stocks across HK, Japan, Korea and Taiwan over the year. We look at the biggest...
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Fanuc – Whoomp! There It Is
On Friday we warned that Fanuc might come through with a surprise downgrade as a result of weakness in its Robomachine division. They did.
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Fanuc – Could There Be a Shock Downgrade?
The FA sector has enjoyed a few strong quarters as COVID helped kickstart an earnings upcycle but while peer Yaskawa upgraded its earnings guidance...
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MicroPort MedBot Pre-IPO - Thoughts on Valuation
MicroPort MedBot (MM), a surgical robot company, aims to raise up to US$1bn in its Hong Kong IPO. It is a subsidiary of Microport Scientific (853...
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Keyence – Time to Step Off and Some Warning Signs for Markets
Keyence has been our top pick in the FA sector and has outperformed peers consistently but while we still consider it the highest quality name...
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