Yaskawa – China Sustainability and Robotics Margins Are the Swing Factors
Yaskawa generated strong results at 1Q and posted a strong upward revision boosting sentiment on FA names but Chinese demand and Robotics margins...
374 Views
Yaskawa – Some Thoughts After Our Call With IR
Speaking to Yaskawa after earnings provided us with some interesting insights on trends in China, its Sigma-X series, profitability for its Robots...
485 Views
Asia Short Interest: Meituan, WuxiBio, Tencent, Nexon, Orix, Toshiba, Shiseido, Samsung, Hannstar
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
541 Views
Yaskawa – Is Sigma-X Going to Drive Large Margin Gains?
Despite Yaskawa beating on revenue and missing on OP, we actually believe the outlook for margins for the company is even better than they let on.
596 Views
Asia Short Interest: Baidu, Kuaishou, Smoore, Yaskawa, BASE, Toshiba, Celltrion, Samsung, Largan
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
529 Views