Electronics Industry Overtakes Autos in Chinese Robot Consumption
An IFR press release has updated statistics for China's robot installations in 2016. Some of the key numbers included: 27% YoY growth overall to...
328 Views
Yaskawa Gets a Strong Jump in China Sales, Raise FVE to JPY 3,400
We are impressed by narrow-moat Yaskawa Electric Corp (6506 JP)’s strong first quarter operating income that jumped 142% year over year, reflecting...
307 Views
Harmonic Drive Orders Up 179% YoY; LT Story Still Attractive but Expectations May Be Too High
On July 14th Harmonic Drive Systems Inc (6324 JP)Â (HDS) released order and sales numbers at the parent level, with orders up 179% YoY and 30% QoQ...
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Yaskawa Electric Visit: Steady Performance but Time to Tilt Long Yaskawa/Short Fanuc Pair Shorter
We visited Yaskawa Electric Corp (6506 JP)Â on Friday to delve into current market shares for their various products, assess the company's stance on...
398 Views
Initiating Coverage of Yaskawa With JPY 2,300 FVE and Narrow Moat Rating
We initiate coverage of Yaskawa Electric Corporation, a leading industrial robotics player, with a fair value estimate of JPY 2,300, implying a...
286 Views