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...
573 Views
Japan & Korea@Smartkarma: All About Altaba, Automation and Autos Apparently
Two quiet weeks when holidays, the world cup and a dominance of macro had readers attention diverted were punctuated by a series of announcements...
613 Views
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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Harmonic Drive: 4Q Margins Look Weak but This Is a One-Off. Still Expensive Though
Harmonic Drive Systems Inc (6324 JP) announced results which suggested some margin erosion:While 4Q revenue and GPM (45.4%) were a touch weaker...
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Factory Automation and Trade Wars
Factory automation names are down today (Yaskawa -2.5%, Fanuc -3.2%, Nabtesco -2.4%, Harmonic Drive -4.9%, Omron -1.8%, Keyence -3.0%, SMC -1.3%,...
319 Views