Midea (000333): Sell and Wait for the Robot
Investors are hopeful that the US-China Trade issues will be resolved soon, driving the share price up by almost 100% YTD when in reality, every...
437 Views
Fanuc – No Recovery In Sight
Fanuc reported weak results after the close with quarterly revenue missing by 4.3% and OP missing by 13.9%. The company also revised down revenue...
468 Views
🇯🇵 Japan • FA & SPE - Calling Bottoms and Tops
There has been much discussion on Smartkarma in the last week on the 'overexuberance' in Japan's semiconductor production equipment ("SPE") and...
642 Views
Readthrough to Japanese FA Sector from Capital's SK Hynix Block Sale
We have been highlighting what we consider to be overexuberance in the rallies within the semiconductor and factory automation sectors lately. The...
630 Views
Japan Short Interest - Huge Short Covering, but M3 Sees Big New Shorts
The short notional in the market for the week ended 4 October is US$29.49bn (down by US$3.14bn) with the largest short positions in Itochu Corp...
833 Views