If You Like Robotics but Find Current Conditions Frothy, Nabtesco Is a Great, Not Good, Compromise
Over the last half year, momentum in certain China-related sectors has surged, with construction machinery, robots and materials all booming. As we...
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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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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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The Week That Was in NorthAsia@Smartkarma: Toshiba, a Failed Block Trade, and the Samsung Verdict
This week has been a relatively "slow week" with many people on holidays across the region but plenty to hold one's interest on Smartkarma. A...
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