Harmonic Drive: Nothing Harmonic About the Guidance
Harmonic Drive Systems (6324 JP) reported earnings after the close on Friday with results being largely in line with consensus while guidance was...
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Yaskawa: Positive Impression from Our Visit but Too Early for 30x PE
After visiting Yaskawa Electric (6506 JP) today we believe we were probably too negative on the Motion Control segment earlier and that the...
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Harmonic Drive: Measuring the Potential Downside Risk
With Harmonic Drive Systems (6324 JP) having rebounded as much as 56% from its trough this year, risk-reward looks decidedly less attractive now....
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*TW3/North Asia* That Was The Week That Was 🇰🇷 🇯🇵 11th-17th February 2019 @Smartkarma
TW3 NORTH ASIA - This was a busy week for the North Asian team on Smartkarma. with 967 results announcements and 577 forecasts revisions in Japan...
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Robotics Earnings: Nabtesco and HDS Results Strong; Still No Reason to Own Fanuc
Following a long period of weakness, robotics related stocks are displaying stronger performance recently as 3Q results have come in weak, but...
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