Yaskawa: Visit Reaffirms LT Potential but It's Too Early to Invest, Semi Capex Readthrough Poor
We visited Yaskawa Electric Corp (6506 JP) today and spent some time discussing current conditions. The main focus was on orders from China and...
662 Views
Harmonic Drive: Order Cancellations Cause Harmonic Drive to Plunge Limit Down, -50% From Jan Top
Three data points are generally considered the minimum necessary to constitute a pattern, and following Fanuc Corp (6954 JP)'s extremely weak...
573 Views
Yaskawa: Motion Control Rebounds Despite Weak Smartphone Capex
Strong 1Q, Production Capacity Expansions to Contribute Going ForwardYaskawa Electric Corp (6506 JP)'s 1Q results were relatively strong with OP...
712 Views
Is Google Preparing a Major Entry into Healthcare? Robots and AI Are Going Mainstream & More
A weekly review of AI related news stories impacting public companies. In this issue we take brief look at Google's recent entry into healthcare....
142 Views
LightStream Factory Automation View: Still Early in the Downcycle
We had been positive on the factory automation robotics names for most of last year, favouring Yaskawa Electric Corp (6506 JP), Nabtesco Corp (6268...
213 Views