Which Names Do the Best from September to the End of the Year....
With only 2 weeks left in August, we wanted to highlight names that you should be looking at heading into the next couple of months to the end of...
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Fanuc: 1Q Could Be Peak of Good News with Earnings Falling in 2H
Fanuc Corp (6954 JP) reported strong earnings on 28 Jul but after seeing its stock rise on expectation of strong results into the announcement the...
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Yaskawa Gets a Strong Jump in China Sales, Raise FVE to JPY 3,400
We are impressed by narrow-moat Yaskawa Electric Corp (6506 JP)’s strong first quarter operating income that jumped 142% year over year, reflecting...
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A Look Back At Our 1H Calls and Their Performance
With the year half finished we look back at the performance of our Japanese stock ideas over the last 9 months since we first began writing on...
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Harmonic Drive Orders Up 179% YoY; LT Story Still Attractive but Expectations May Be Too High
On July 14th Harmonic Drive Systems Inc (6324 JP)Â (HDS) released order and sales numbers at the parent level, with orders up 179% YoY and 30% QoQ...
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