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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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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