Yaskawa posted a big miss for the fiscal third quarter, as demand from semiconductor and smartphone customers has fallen sharply from just a few quarters ago.
Autos are still an area of strength, but weak unit sales trends could put that at risk and semiconductor and general industrial demand could have further to fall before rebounding.
Yaskawa is attractively-positioned for the long term and the valuation is reasonable today, but there could be at least one more round of revisions before expectations bottom out.
Autos are still an area of strength, but weak unit sales trends could put that at risk and semiconductor and general industrial demand could have further to fall before rebounding.
Yaskawa is attractively-positioned for the long term and the valuation is reasonable today, but there could be at least one more round of revisions before expectations bottom out.
評論:
austrian.economicblo...s-businesses-fleets/ it's all good. until it isn't...
評論:
US data is blocked by shutdown. You need to trust other sources (and verify always the gov data). This imho is one great signal - when an industrialized country like Japan signals a down... you cannot contradict it easily... unless you tech level is 10x higher (not really the case). So, this is a truly relevant signal for a long short, in combination with other signals.