U.S. Equity Strategy: Round Trip Back To Resistance
Our base case continues to be for near-term consolidation while the market determines the implications of states’ reopening (i.e., the...
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Keyence (6861 JP): Undermined by Weak Demand and Uncertainty
1Q results confirmed the first decline in Keyence's sales and profits in a decade. Caused by cyclical weakness in major user industries followed by...
597 Views
Smartkarma’s Week That Was in JP/KR: Semiconductor Warnings, Exit of Chairman Cho, & 청년수당
In the past week, there were earnings warnings from three major players in the global semiconductor sector, including Samsung Electronics (005930...
716 Views
Cracking the Keyence Conundrum
Keyence Corp (6861 JP) has long been a standout within the Japanese machinery sector for its exceptional margins, with only Fanuc Corp (6954...
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Keyence (6861 JP): Where from Here?
On Friday, Keyence dropped another 3.4% to ¥62,970 on rising fears of a trade war. It is now once again near the bottom of it recent trading range....
305 Views