Fanuc's Structural Issues (3): Robotics Business Topline Doesn't Move the Needle for OP - Why?
Continuing our breakdown of Fanuc's separate businesses, we examine the industrial robots business. Unlike the CNC and Robomachine businesses,...
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The Week That Was in NorthAsia@Smartkarma - N Korea, JTEKT's Lowball Acquisition, and Korean IPOs
Welcome back to those returning from Golden Week. Smartkarma's coverage for the week focused on politics in the Korean peninsula and a slew of IPOs...
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Golden Ideas for Golden Week
With a five-day weekend upon us in Japan, we take the opportunity to briefly review some of our ideas to date and offer a selection of our highest...
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Update on FY16 Results from Japan Export / Tech Sector - Delivering on Results, Not on Forecasts
If there's a trend to Japanese results season as far as the export / tech sectors are concerned it is "over-deliver on results, under-promise on...
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Yaskawa Kicks Off Japan Earnings Season With "Away Win"
Yaskawa Electric Corp (6506 JP) kicked off earnings season reporting FY16 OP of „30.4bil on revenues of „394.9bi. For FY17, the company is...
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