KYCCF News and Press, Keyence Corp From 05/01/19

Wall Street is weird sometimes. Institutional investors spend remarkable amounts of time collecting data, and yet can still be flat-footed at surprising times. Given the slowdown in factory automation reported by companies like ABB ( ABB ), Rockwell ( ROK ), and Schneider ( SBGSY ), not ...

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I flagged Cognex ( CGNX ) back in early December as offering rare upside for a high-growth industrial, and though the shares had further to fall before bottoming on Christmas Eve, they’re still up about 20% since that early December article – outperforming its closest peer K...

From a quality perspective, it’s hard to find many better companies in the automation-enabling space than Japan’s Keyence ( OTCPK:KYCCF ) (6861.T). A strong player in machine vision, sensors, control systems, and other precision equipment, Keyence is not only a leader in attrac...

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Given the multiples and elevated growth expectations, I think you could argue that the market has actually been somewhat restrained in its negative reaction to Cognex ’s ( CGNX ) challenging 2018 and a weaker outlook for 2019. Granted, the shares are down about a third over the past ye...

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