Japan Style Analysis - Growth and Not Value Names Are Outperforming....
While it is well known that Value has historically driven the Japanese market, that has not been the case over the last couple of years. In fact,...
250 Views
Increasingly Positive on Robots and Inverters, Hoping for a Servomotor Hiccup to Buy on a Dip
We visited Yaskawa last week to find the company in healthy spirits and with a strong outlook for next year. We have been concerned since the end...
368 Views
The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
1.8k Views
Online Retail Boom and Autonomous Car Sensors Transforming Robotics…
The huge investment being made in autonomous vehicles will dramatically boost the use of robots in new sectors, as sensors such as Lidar give them...
399 Views
Fanuc: A Look at Valuation Post Strong 3Q
Fanuc reported strong 3Q results on Friday with OP up 84% YoY and 9% QoQ. The company revised OP guidance up by 7.6% to JPY224.9bn, 5% above...
300 Views