FANUY News and Press, Fanuc Corp ADR From 05/08/23

2023-05-08 01:26:28 ET Summary Still my favorite Japan play, Panasonic Holdings Corp. is making a big transition into a lithium battery giant. Panasonic Holdings Corp. has an ultra-low price-to-sales ratio, which is below book value as well. While Buffett is strictly in Japane...

2023-04-19 12:35:02 ET InvestorPlace - Stock Market News, Stock Advice & Trading Tips There are multiple signs that inflation is rolling over, while consumer spending remains strong and corporate earnings are beating expectations. Meanwhile, the so-called credit crunch many inve...

2023-04-12 10:27:28 ET Summary Fanuc is in an industry expected to witness sustained tailwinds. The company has a reputation for making products that are strong, rugged, and precise. They have low debt and appealing margins. I want to become a long-term investor, and hope ...

2023-03-14 04:47:34 ET Summary Industrial automation is a mega-trend but if you invest purely on this logic, you are prone to suffering gut-wrenching drawdowns. The market is bullish on supportive manufacturing policies. But leading indicators suggest a slowdown in manufacturi...

2023-03-10 12:03:17 ET Summary Hurco's fiscal first quarter results met my expectations, but did show clear weakness in North American and European sales that was significantly worse than typical industrial reports for the quarter. Uncertainty is the word of the day now, with many...

2023-03-07 10:30:00 ET Summary ABB's fourth quarter results were mixed relative to expectations, with good revenue growth but some ongoing challenges in margins and free cash flow. Short-cycle exposure could hit ABB a little harder than some of its peers, particularly with a great...

Summary The key positives for Fanuc Corporation are its attractive valuations and the favorable change in analyst sentiment. Fanuc's key negatives relate to its modest pricing power and the challenges in cross-selling its products. My rating for Fanuc is a Hold, as I view the risk-r...

Summary Automation and robotics are mega-trends for multiple years and decades going forward. But now is not the right time to bet alongside this view. Weak global manufacturing activities and capex spend cuts in the semiconductor industry will dampen demand outlook. Technical analy...

Summary ABB shares are down ~(21%) YTD as FY ‘22 comes to a close, even lagging the Euro STOXX Industrials index which is down ~(16%) YTD. After a rough 1H, Q3 results were strong with strength in the Electrification and Motion businesses, which together contribute ~75% of ABB&#x...

Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...