3Q Should Be In-Line, 4Q Should Beat but We Believe There Is a Few % Downside Risk Tomorrow
Following blowout numbers from HCM yesterday, both HCM and Komatsu are trading up today in a weak market. HCM is up 5.9% after being up as much as...
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HCM: Consensus OP JPY67bn, Guidance Raised to JPY77bn, JPY100bn Possible
HCM released extremely strong 3Q earnings today with revenue up 42% YoY, and 6.5% QoQ. OPM continued its upward climb, breaching the...
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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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HCM Vs. Komatsu: Regional Momentum Comparison and Valuations
HCM and Komatsu both released stellar 2Q numbers, upgrading earnings guidance as both companies benefitted from sizable acquisitions completed...
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