There are many moving parts to factory automation, figuratively and literally, but Keyence (OTCPK:KYCCF)
(6861.T) is a key player in numerous high-value segments like sensors,
control systems, measurement, and machine vision. With robotics quickly
spreading beyond its traditional strongholds of auto and semiconductor
assembly and into large, high-potential markets like consumer
electronics, general industry, food/beverage/pharma, and logistics,
Keyence has a large and growing market to serve with leading-edge
products that are not only market leaders, but in many cases unique
product offerings.
Keyence is priced like the leader
it is, and investors may lament the lack of product/segment-level
disclosure, not to mention the low (albeit consistent) volume for the
ADRs. While concerns about smartphone-related capex spending and a
potential slowdown in machine tool orders later this year are valid,
this is a name to watch for investors who are not so value-sensitive and
want to invest in gating technologies for factory and warehouse
automation.
Follow this link for more:
Keyence Is A Key Enabler In Factory Automation
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