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...
545 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...
390 Views
Fanuc 6954 JT - Target 25,000 (15% + Upside)
PREFERRED CASERebound expected above 20,400 to 22,765 before 25,000.Bullish exit of corrective wedge structure ; double bottom formed (neckline...
482 Views
Renesas Electronics: Our Shortlist Candidate IDT Emerges as Acquisition Target
In Would a Maxim Acquisition Be Digestable?, we discussed the difficulty of Renesas Electronics (6723 JP) completing an acquisition of Maxim...
551 Views
JAPAN PASSIVE: BOJ Tapering ETF Buys? Not So Fast
On 31 July 2018, the BOJ issued a Monetary Policy Statement which, as widely expected, addressed its Qualitative and Quantitative Monetary Easing...
689 Views