The Week That Was in NorthAsia@Smartkarma: China Tourists, Intel, Human Longevity & More
This week - the first of the the new year 2018 - I take a slightly different approach to The Week That Was in North Asia. I am taking a cue...
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Visiting Yaskawa's Fukuoka Medium/Large Robot Factory
We visited Yaskawa Electric's robotics factory in Nakama, Fukuoka on the 20th of December to attend a factory tour for analysts. Factory 3 at...
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A Tiny Omron (6645 JP) Offering - What's Behind It?
This is a short, short quicknote on what is a tiny offering.Today, Omron Corp (6645 JP) announced a Secondary Offering by Bank of Tokyo Mitsubishi...
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Yaskawa's Stock Price Overvalued
Although we are bullish on narrow-moat Yaskawa’s growth outlook, and the company’s second-quarter results (excluding the JPY 1 billion loss-making...
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Yaskawa: Still Like the LT Prospects but It's Finally Time to Exit (For Now)
Yaskawa Electric reported a stellar 2Q yesterday with OP up 10% QoQ, even against the record setting 1Q results and the company raised guidance to...
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