Electronics Industry Overtakes Autos in Chinese Robot Consumption
An IFR press release has updated statistics for China's robot installations in 2016. Some of the key numbers included: 27% YoY growth overall to...
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The Week That Was in NorthAsia@Smartkarma: The "Einhorn Bet", Celltrion Healthcare, & 7,530 Won
There were 26 insights related to Japan and Korea at Smartkarma in the past week. As usual, Travis Lundy, Mio Kao, and Sanghyun Park provided some...
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Harmonic Drive Orders Up 179% YoY; LT Story Still Attractive but Expectations May Be Too High
On July 14th Harmonic Drive Systems Inc (6324 JP)Â (HDS) released order and sales numbers at the parent level, with orders up 179% YoY and 30% QoQ...
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Nabtesco: The Cheaper Play on Robotics
22.5x PE may not seem terribly cheap, but with 6% of its market cap in net cash and as the proud owner of almost 20% of Harmonic Drive Systems Inc...
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Japan Small Cap Tour: Harmonic Drive Systems THE Purest Cobot Play?
Harmonic Drive Systems (HDSI) is uniquely positioned to leverage  potential rapid diffusion in cobots thanks to its light-weight and compact speed...
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