YASKY News and Press, Yaskawa Electric Corp ADR From 10/14/20

Yaskawa reported mixed fiscal second quarter results, with modestly better sales and meaningfully better earnings (due to Robotics), but weaker orders on an unsteady global recovery path. Partnering with Phoenix Contact to develop a new open-platform PLC makes some sense, but it will ...

I believe YASKY has a potential upside of 40% or more in the long-term. Yaskawa's net revenue was 186.8 bn Yen, about 3.3% above Yaskawa's guidance that was provided by the company when it released its 1Q20 results. Yaskawa's net revenue exceeded my estimates by almost 2%. F...

I’ve been cautious on Japanese automation vendors, given uncertain strength in the Chinese demand rebound and weakness elsewhere, but moreso because of the market’s rush to bid up the stocks in expectation of a robust and sustained recovery. Since my last article on Fanuc ( F...

By Frank Jennings and Máire Lane Like many other trends, the shift to automation and the use of robotics has accelerated during the global pandemic. Even though unemployment has risen dramatically, particularly in the US, the move to automation is continuing because of the value i...

A Better Story...Maybe? In my last Seeking Alpha article , I suggested investors long ABB ( ABB ), such as myself, might consider alternative robotics positions given (my perceived) weakness in ABB’s Robotics and Discrete Automation (“RA”) segment. Japan’s...

"Long-suffering" is probably a good description for many ABB ( ABB ) shareholders, but it looks as though their patience is starting to show a few rewards. While the long-term performance of ABB shares doesn't compare so favorably to its peer group (including companies like Emerson ( EMR )...

From 2013 until 2019, the robotics industry installations CAGR was 15.4%. I have analyzed four robotics companies since May of this year, and I am only bullish on one of them. My goal with this analysis is to find out which companies were able to create shareholder value from this double-digit...

I have written several articles on robotics companies over the past couple of months, and I plan to continue until I find "A Few Good Men" worth my investment. I am very bullish on the robotics industry, and for this reason, I am determined to invest in a couple of robotics companies. KUKA AG ...

It’s not news that the stock market is a discounting mechanism, with investors frequently looking past dire near-term conditions and pricing in recoveries well ahead of the actual turns in businesses. We’ve seen that lately in a number of U.S. short-cycle manufacturing stocks (na...

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...