Japan: Scoring Results & Forecasts -Â Part 2 - Peer Groups
INTRODUCTION - This second part of our review of Results and Forecast/Revision Scores will look at Peer Groups. For the methodology, please refer...
290 Views
Hyundai Heavy Industries Holdings - Update on Its Implied Valuation
We have a positive view on Hyundai Heavy Industries Holdings (267250 KS)Â (HHIH). Our sum-of-the-parts analysis suggests a base case implied value...
312 Views
Yaskawa: Robotics Keeps Chugging but There Are Troubling Signs for Motion Control
Following middling earnings yesterday Yaskawa started the day up 2.2% but has since dropped and is now down 1.5% in an up market. Our initial...
285 Views
Factory Automation and Trade Wars
Factory automation names are down today (Yaskawa -2.5%, Fanuc -3.2%, Nabtesco -2.4%, Harmonic Drive -4.9%, Omron -1.8%, Keyence -3.0%, SMC -1.3%,...
319 Views
Japan Style Analysis - Growth and Not Value Names Are Outperforming....
While it is well known that Value has historically driven the Japanese market, that has not been the case over the last couple of years. In fact,...
249 Views