Keyence (6861 JP): 1H Results Impressive, but Slowdown Continues
Since hitting a 52-week low of ¥50, 780 on October 26, Keyence has rebounded by 18%. On November 1, the company announced double-digit 1H sales and...
505 Views
Yaskawa Electric: Still Early to Buy but Still ST Oversold While Read-Through to Fanuc Is Negative
We visited Yaskawa Electric (6506 JP) last week following its 10% downward revision to OP guidance at 1H earnings on the 10th of October. The...
338 Views
Shuttering of Rethink Robotics Just a Bump in the Road for Cobots
As the world says goodbye to Rethink Robotics' Baxter and Sawyer, we would caution against drawing the wrong inferences from the failure of this...
448 Views
Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
539 Views
BBSP ASIA Equity Asia Weekly Research - 19 Sep 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms⦁ NIKKEI/MXAP: Long...
440 Views