Fanuc (6954) - Forget Yaskawa...a Slowdown Is Coming
The market should ignore the positive read-across from Yaskawa results. Fanuc is more correlated with machine tool orders. We see signs of a...
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After 20yrs, Nikkei 225 Proposes Minor Impact Rule Changes (Nintendo Disappointment?)
TWENTY YEARS after its last major index methodology review, the Nikkei has proposed changes to the Nikkei 225. Existing constituents are not...
730 Views
Shibaura Machine – A Response
This is to address some of the points raised by Travis Lundy in Toshiba Machine - Taking the Other Side. While we agree with Shibaura Machine...
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🇯🇵 JAPAN • Summer Results & Revision Scores - Large Caps
INTRODUCTION - Following on from our previous Insights covering the Market Composite, Sector and Peer Group Aggregate Results and Results &...
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Korea M&A Spotlight: MBK Partners Plans to Sell Doosan Machine Tools
It was reported today in the local media that MBK Partners plans to sell Doosan Machine Tools (DMT), which is estimated to be valued about 2.5...
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