Canon (7751) - New Camera Plant in Japan Sees Start of Attempt to Raise Revenue Per Employee
News over the weekend that Canon (7751 JP) is opening a new camera plant in Japan – its first one for 10 years – is a positive development, albeit...
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We Like to Think of Ourselves as the Biggest Bulls on Yaskawa But...
Robotics names have been on an absolute tear this year with our favourite name in the space, Yaskawa Electric Corp (6506 JP) up 86%, Harmonic Drive...
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Japan Equity Opportunities:Â High-Quality Businesses Will Benefit from Sustainable Growth Drivers
External Demand Still the Best Path to Drive Winners in the Japanese MarketDespite the recent uptick in domestic economic activity, we doubt...
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The Week That Was in NorthAsia@Smartkarma: NK Nuke, Topix, Nikkei 225, & HHI Recapitalization
Below is the full list of Japan/Korea related reports published last week on Smartkarma.TOPIX inclusion eventTravis touched on the stocks to be...
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Yaskawa Visit: Smartphones/Pricing Power Drive OPM Expansion, 2H Overshoot if IPhone 8 Delivers?
We visited Yaskawa Electric Corp (6506 JP) this morning to discuss its excellent first quarter results and gain further insight on the...
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