Primer: SMC Corp (6273 JP) - Oct 2026
SMC Corporation (6273 JP) is the unchallenged global leader in pneumatic automation components, commanding an estimated 38–40% global market...
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SMC (6273 JP): Disappointment Now in the Price
A 25% share price decline has discounted disappointing guidance. ¥1 trillion sales looks too optimistic and rising costs are cutting margins. But...
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SMC (6273 JP): Share Price Chasing Orders Up
Share price up nearly 20% this month with reported surge in new orders. Higher sales growth and margin expansion now more likely, but no longer...
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SMC (6273 JP): Investing for the Long Term
Profitability under pressure until deprecation peaks in FY Mar-27. Investment to peak this year, then drop by half. Sales of chillers rising, but...
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Japan Morning Connection: Memory Back on and Micron Steps Back from Consumer to Focus on Enterprise
A rotation back towards larger cap names and Memory made a bit of a comeback after a few down days. Quantum computing names are back in favor after...
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