YASKY News and Press, Yaskawa Electric Corp ADR From 07/14/20

Yaskawa Electric Corporation ( YASKY ) recently published its 1Q20 results and presented its investors with estimates of next quarter's financials. This article is divided into three sections, and the first section is a review of the main points of my last article . Part two and three will co...

Some days ago, I wrote an article on the Yaskawa and the robotics industry . That article was my second article on the robotics industry, and to say that I am passionate about this industry would be an understatement. As robot technology improves and its price declines, seeing a robot in our ...

This article is an update to my article " Yaskawa 10 Year Strategy Should Make It A Candidate For Our Portfolio ." In this article, I gave an overview of industry 4.0, which is also known as the fourth industrial revolution. I also provided the robotics industry sales data for the past ten yea...

For years I have wanted to get direct exposure to companies in the robotics industry, but I have never taken the time to sit and study this industry until now. Ever since my days as a graduate student engineer intern at Tyson Foods ( TSN ), I have been fascinated with any machine that increase...

The hiring of Bjorn Rosengren as ABB ’s ( ABB ) CEO has gone over well with analysts and investors, helping spur about 15% of relative outperformance for the shares since that announcement, but there’s a lot of work still to be done. ABB most definitely has areas of strength (dr...

It’s been a long time since I’ve felt any warm fuzzy feelings about Fanuc ( OTCPK:FANUY ), not so much because I had issues with the company but because investors traded it more on its reputation than the financial reality. The valuation has become more reasonable since my last...

It’s been a rough 2020 so far for Yaskawa Electric ( OTCPK:YASKY ) (6506.T). The shares have lost around a quarter of their value, and have more or less tracked the declines in the larger industrial space. While the market didn’t react particularly badly to the company’...

My biggest concern going into the calendar fourth quarter earnings cycle is that investor expectations for a 2020 recovery are set too high and that company guidance this time around may not be enough to support valuations that are already above historical averages. If Yaskawa Electric ȁ...

Better than expected testing demand related to 5G has been a real boon for Teradyne ( TER ) this year, driving meaningfully higher demand for system-on-a-chip (or SoC) testing, including better-than-expected results in the third quarter and much, much better guidance for the fourth quarter. ...

As is the case at Yaskawa ( YASKY ), it looks like investors are pretty willing to overlook another weak quarter from Fanuc ( FANUY ), and another reduction in guidance, on the idea that the bottom has been reached and business will improve from here. While I agree with that basic philosop...