Harmonic Drive Placement: Positive on ST Momentum but Valuation Keep Us Cautious LT
On Jan 5 Harmonic Drive Systems Inc (6324 JP) announced a secondary placement to shore up the company's finances as it moves forward with...
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Visiting Yaskawa's Fukuoka Medium/Large Robot Factory
We visited Yaskawa Electric's robotics factory in Nakama, Fukuoka on the 20th of December to attend a factory tour for analysts. Factory 3 at...
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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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The Week That Was in NorthAsia@Smartkarma: Theatre of the Absurd, AxE, and Mount Paektu
North Korea continues to threaten the world with its nuclear weapons and ICBM missile tests. Yesterday, North Korea launched another long-range...
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