Increasingly Positive on Robots and Inverters, Hoping for a Servomotor Hiccup to Buy on a Dip
We visited Yaskawa last week to find the company in healthy spirits and with a strong outlook for next year. We have been concerned since the end...
417 Views
The BOJ's Ongoing ETF Impact - Is a Nikkei 225 Reshuffle in the Cards?
Just over six months ago, a breathless article on Bloomberg noted that according to their calculations, the BOJ owned 71% of the ETFs in the...
1.8k Views
Fanuc: A Look at Valuation Post Strong 3Q
Fanuc reported strong 3Q results on Friday with OP up 84% YoY and 9% QoQ. The company revised OP guidance up by 7.6% to JPY224.9bn, 5% above...
356 Views
Toptec: A Leading Factory Automation Equipment Player in Korea
Toptec Co Ltd (108230 KS) is a leading factory automation equipment manufacturer in Korea with a market cap of 1.05 trillion won. There is no...
677 Views
A Tiny Omron (6645 JP) Offering - What's Behind It?
This is a short, short quicknote on what is a tiny offering.Today, Omron Corp (6645 JP) announced a Secondary Offering by Bank of Tokyo Mitsubishi...
347 Views