Yaskawa Electric: Still Early to Buy but Still ST Oversold While Read-Through to Fanuc Is Negative
We visited Yaskawa Electric (6506 JP) last week following its 10% downward revision to OP guidance at 1H earnings on the 10th of October. The...
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Makino Milling (6135 JP): Higher Possibility for a Rebound
Makino’s FY2017 Results were Impressive Last Five Years – Despite a Slight Drop in FY2016, Makino Shows Consistent Growth in Top and Bottom Line...
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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...
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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...
630 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...
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