JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225
The last couple of weeks have seen stories carried in the media about the impact of the BOJ in its equity index ETF buying program. Some of these...
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Harmonic Drive: Order Cancellations Cause Harmonic Drive to Plunge Limit Down, -50% From Jan Top
Three data points are generally considered the minimum necessary to constitute a pattern, and following Fanuc Corp (6954 JP)'s extremely weak...
630 Views
Yaskawa: Motion Control Rebounds Despite Weak Smartphone Capex
Strong 1Q, Production Capacity Expansions to Contribute Going ForwardYaskawa Electric Corp (6506 JP)'s 1Q results were relatively strong with OP...
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LightStream Factory Automation View: Still Early in the Downcycle
We had been positive on the factory automation robotics names for most of last year, favouring Yaskawa Electric Corp (6506 JP), Nabtesco Corp (6268...
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Hyundai Heavy Industries Holdings - Update on Its Implied Valuation
We have a positive view on Hyundai Heavy Industries Holdings (267250 KS) (HHIH). Our sum-of-the-parts analysis suggests a base case implied value...
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