If You Like Robotics but Find Current Conditions Frothy, Nabtesco Is a Great, Not Good, Compromise
Over the last half year, momentum in certain China-related sectors has surged, with construction machinery, robots and materials all booming. As we...
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The Week That Was in NorthAsia@Smartkarma: Theatre of the Absurd, AxE, and Mount Paektu
North Korea continues to threaten the world with its nuclear weapons and ICBM missile tests. Yesterday, North Korea launched another long-range...
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Canon (7751) - New Camera Plant in Japan Sees Start of Attempt to Raise Revenue Per Employee
News over the weekend that Canon (7751 JP) is opening a new camera plant in Japan – its first one for 10 years – is a positive development, albeit...
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We Like to Think of Ourselves as the Biggest Bulls on Yaskawa But...
Robotics names have been on an absolute tear this year with our favourite name in the space, Yaskawa Electric Corp (6506 JP) up 86%, Harmonic Drive...
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Japan Equity Opportunities:Â High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
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