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ABB and IPS partner to offer drives and motors solutions to customers in Western Ontario, Manitoba and Saskatchewan Canada NewsWire MONTREAL, Sept. 22, 2020 MONTREAL , Sept. 22, 2020 /CNW Telbec/ - ABB and IPS have entered into a partnership to provide d...
ABB Ltd. ( ABB ) is going through a reorganization process called the ABB Way under the leadership of its new CEO, Björn Rosengren. I have been openly critical of several companies, including ABB, that are reorganizing themselves. The reason I have been so critical is that during the past...
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...
This is a tough time if you have considerable exposure to short-cycle industrials, non-resi construction, and oil/gas, and indeed nVent ( NVT ) is having a tougher go of it. While other players in the electrical space have benefited from leverage to utility grid spending, that's not the case a...
Relative to ABB ( ABB ), Eaton ( ETN ), and Schneider ( OTCPK:SBGSY ), Hubbell ’s ( HUBB ) electrical products business is more sensitive to short-cycle industrial demand, and the company also lacks the strong leverage to data center growth of those larger rivals. On the other ha...
Short-cycle names have done pretty well of late in the market, and Eaton ’s ( ETN ) nearly 25% share price move since my last write-up has kept it a bit ahead of industrials in general, though not to the same extent as Parker-Hannifin ( PH ) and a few other short-cycle names. In ...
The electrification and automation markets have certainly been impacted by COVID-19, but Schneider ( OTCPK:SBGSY ) ( SCHN.PA ) continues to execute at a high level. Benefitting from healthy demand in areas like data centers, utility smart grids, and building automation, Schneider’s bu...
The industrials sector may not be as hot as tech, but make no mistake: Several industrial companies are as much into futuristic technology-powered businesses with incredible prospects for coming decades. If you know where to look, you could make a fistful of dollars in these stocks that often ...
The robotics industry is one of the largest markets in the technology space today, with applications across diverse sectors. Unsurprisingly, some have predicted that a “robot revolution” will completely change the global economy over the next 20 years or so. In simple ...
Election seasons in the USA tend to bring lots of bluster, nationalism and grand, actionable plans, with many of those aimed at trade. However, this election season also happens to include a viral pandemic that unfortunately originated in China, thus creating an election season on steroids! ...
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2023-05-21 06:15:00 ET Artificial intelligence (AI) has engulfed the headlines in a frenzy of fortune and fear. While AI is nothing new, the integration of AI into applications consumers regularly use is a major development. Even Warren Buffett and Charlie Munger discussed AI and robotics...
2023-05-07 09:40:00 ET The concurrent trends of grid modernization and the "electrification of everything" are arguably still in their early innings. The results and earnings momentum of some of the leading players in the field, including General Electric (NYSE: GE) , ABB (NYS...