Yaskawa Electric

Yaskawa – Peak Out in Sight

Equity Bottom-Up
177 Views, 11 Jan 2022 21:34
EXECUTIVE SUMMARY
  • Yaskawa’s stock has been broadly flattish since the beginning of 2021 despite an accelerating earnings profile. 
  • This is largely due to valuations remaining elevated at over 20x EV/EBIT. 
  • Thus, while we continue to favour the name vs. FA peers we remain cautious.
detail (3-minute read)
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Mio Kato
Japan/Asia Long-Short
LightStream Research
JapanEquity Bottom-UpEquity Capital Markets

Over 15 years analysing Japanese and Asian stocks from a long/short perspective I focus on cyclically driven sectors su... 

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