PSA Machinery: Yaskawa (6506 JT) – Strong H1 FY22 After FY21 Miss?
Yaskawa (TSE: 6506) - Despite a disappointing Q3, the strong recovery in China orders and the improving supply of semiconductor / components should allow Yaskawa to post record level H1 FY22 sales and OP. A large order backlog and the ongoing transition to high-margin next-gen models for A/C servos and Robotics support the near-term outlook. Yaskawa's share price often over-reacts to sudden improvement in earnings and the weak yen is an additional boost. Please see attached reportYaskawa Electric and its affiliates are mainly engaged in the manufacture and sale of electric motors, industrial robots and industrial electrical control systems. Co.'s principal products include AC/DC servomotors, spindle motors for machine tools, programmable controllers, numerical controls, general-purpose/special-system inverters, industrial robots, clean robots, vacuum robots, transfer systems in clean/vacuum rooms, industrial electrical control systems for metal processing, cold rolling and paper making, water supply/sewage control systems, power receiving/distribution panels, circuit breakers, high-voltage switchgears, and energy-saving motor drivers.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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