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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Yaskawa Electric Visit: Steady Performance but Time to Tilt Long Yaskawa/Short Fanuc Pair Shorter
We visited Yaskawa Electric Corp (6506 JP)Â on Friday to delve into current market shares for their various products, assess the company's stance on...
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Hirata Corp Placement: Huge Two-Year Runup Due to OLED & EVs; Partial Family Exit
Hirata Corp (6258 JP)Â and its shareholders are selling US$160m of shares. Hirata Corp is a Kumamoto-based Japanese production engineering...
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Fanuc's Structural Issues (3): Robotics Business Topline Doesn't Move the Needle for OP - Why?
Continuing our breakdown of Fanuc's separate businesses, we examine the industrial robots business. Unlike the CNC and Robomachine businesses,...
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FANUC Lower Range Buy for Fresh Highs
FANUC is a stock we liked a lot last year and is currently taking a rest on the cycle to muster steam for a rise to re test the early 2015 high...
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