YASKY News and Press, Yaskawa Electric Corp ADR From 08/26/21

IPG Photonics got hit hard on disappointing second quarter results and weak third quarter guidance, but the shares had been underperforming the larger industrial group on a year-to-date basis. Management attributed the lower guidance to temporary issues, but considering data from comp...

Fanuc posted strong revenue, profit, and order growth in its first fiscal quarter, though record orders were offset by a slight miss and weaker guidance with operating income. Demand is strong across the board, with Chinese customers ordering more machine tool controllers and metalwor...

ABB posted another stronger than expected quarter, with revenue, EBITA, and orders all surpassing sell-side expectations, and management raised guidance on broad recovery strength across the business. Short-cycle markets continue to recover strongly, and ABB is also seeing improving o...

YASKAWA delivered a strong fiscal first quarter and management raised guidance meaningfully, with strong ongoing demand from the semiconductor industry a notable factor in that upside. Given a healthy outlook for auto and semiconductor capex, as well as overall growth in industrial au...

Teradyne has recovered from 2020 COVID lows. The company thrives on complexity, signifying that as new generation semiconductor circuitry gets more complicated, more of it's testing gear is required. It is the strongest when compared to the competition and has diversified into rob...

The ETF offers an opportunity to benefit from the megatrend of AI and Robots while diversifying risk. The pandemic has accelerated the vertical integration of technology and automation, which is reflected in the ETF's performance. Compared to other innovation ETFs, the individual ...

ABB delivered its fourth straight beat on margins and also beat expectations on revenue and orders. Guidance was a little conservative, but most markets should see improvement in 2021 (non-resi buildings and oil/gas being two notable exceptions). Management has credible targets fo...

Rockwell had a better than expected fiscal fourth quarter, but results were less impressive relative to expectations than for many other multi-industrials. Key markets like autos, food/beverage, and life sciences should all contribute meaningfully to Rockwell's FY'21 growth recovery. ...

ABB beat on revenue and significantly beat on margins, but orders were only in line (and down year over year), as a fragile short-cycle recovery is still offset by weakness elsewhere. Weakness in buildings within Electrical is worth watching, but ABB may be outperforming in robotics, ...

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 ...