Misumi Group (9962): Muted Response to Upward Revision
As expected, management raised FY Mar-21 guidance. But the market response was muted, probably due to excessive valuations. In factory automation,...
467 Views
Asia Short Interest: Lenovo, AIA, Nongfu, Wuxi Bio, Toshiba, Freee, Canon, Samsung, Celltrion, TSMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
385 Views
Yaskawa – Overvalued, But Is It Time to Long Yaskawa, Short Fanuc Again?
We expect the strength of Chinese demand to support Yaskawa's earnings growth and believe that this regional skew will favour Yaskawa over more US...
505 Views
Asia Short Interest Weekly: Xiaomi, Evergrande, Toshiba, Asahi, NBF, Samsung, Hynix, TSMC, Acer
In Korea, shorts are throwing in the towel while short positions keep increasing in Taiwan. The report looks at stocks where there have been large...
457 Views
Yaskawa – Bad Reaction to Good Results
Prior to Yaskawa’s 1Q results back in July we noted that consensus looked light for the quarter and we felt that it was also too light for both 2Q...
427 Views