Fanuc: Orders Peaked in 1Q, Sector Share Prices Weak, This Could Be the Top
Fanuc reported relatively strong 2Q numbers yesterday with revenue of JPY179bn and OP of JPY56.9bn, keeping OPM above 30% for the second quarter in...
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Yaskawa: Still Like the LT Prospects but It's Finally Time to Exit (For Now)
Yaskawa Electric reported a stellar 2Q yesterday with OP up 10% QoQ, even against the record setting 1Q results and the company raised guidance to...
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If You Like Robotics but Find Current Conditions Frothy, Nabtesco Is a Great, Not Good, Compromise
Over the last half year, momentum in certain China-related sectors has surged, with construction machinery, robots and materials all booming. As we...
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FANUC 6954 JT - 26,000 Exit Target
PREFERRED CASEBullish above 20500 towards 26000, even 28000.23300 is the key level to surpass, to push aside the risk of short-term setback before...
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We Like to Think of Ourselves as the Biggest Bulls on Yaskawa But...
Robotics names have been on an absolute tear this year with our favourite name in the space, Yaskawa Electric Corp (6506 JP) up 86%, Harmonic Drive...
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