Factory Automation Earnings: Is the Fanuc Shock for Real?
Fanuc Corp (6954 JP) shocked markets last Thursday by forecasting a 34% drop in OP, together with somewhat underwhelming results. Consensus...
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Yaskawa: Robotics Keeps Chugging but There Are Troubling Signs for Motion Control
Following middling earnings yesterday Yaskawa started the day up 2.2% but has since dropped and is now down 1.5% in an up market. Our initial...
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Japan Crossholdings: Japan Exchange's Sale of SGX Shares Sets A Precedent - Watch Closely
The BackgroundThe establishment of the Japan Corporate Governance Code in 2015 was a beginning step to better governance at stodgy Japanese...
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Global Funds - Japan Momentum Stalls
A brief note on how rising allocations in Japan among global funds have stalled since the start of the year.  Latest Positioning OverviewJapan's...
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Factory Automation and Trade Wars
Factory automation names are down today (Yaskawa -2.5%, Fanuc -3.2%, Nabtesco -2.4%, Harmonic Drive -4.9%, Omron -1.8%, Keyence -3.0%, SMC -1.3%,...
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