Industrial Robotics

Industrial Robotics
  • Pininvest Analysis

Although China has become the leading manufacturer with a 33% share of world market in 2017, the country still imports close to 70% of installed robots, highlighting the need to develop more advanced models, delivered mainly by Japan, Germany and the US.

The Chinese five-year Robotics Industry Development Plan aims for a 50% China-made market share by 2020, led by companies such as Siasun Robot & Automation (belonging to Chinese Academy of Science), intensifying competition with Fanuc FANUY/OTC or Yaskawa YASKY/OTC from Japan and others

To match the technical sophistication of their foreign competitors and nurture the domestic robot industry, China firms will probably proceed by M&A such as the (000333- Shenzhen listed) Midea $4 billion acquisition of Kuka AG KUKAF/OTC, a leading German industrial robot maker (July 2017)

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Industrial Robotics • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
OMRON Corporation OMRNY OTC Industrial Goods Robotics & Industrial Processes USD 50.85 - 8.2% 38%   5% -34%
ABB Ltd ABB NYSE Conglomerates Industrial Conglomerates USD 17.35 37 B 0.3% 36%   4% -41%
Altra Industrial Motion AIMC NASDAQ Industrial Goods Engines, Industrial Equipt & Cpts USD 17.35 1.1 B -41.9% 65%   4% -66%
AMETEK AME NYSE Industrial Goods Precision, Measurement & Processing USD 73.72 17 B -10.4% 42%   5% -43%
Amphenol APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 75.83 23 B -18.7% 35%   4% -38%
Atlas Copco AB ATLCY OTC Industrial Goods Diversified Machinery USD 27.74 - 14.1% 40%   5% -38%
AVX Corp AVX NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 21.66 3.7 B 27.6% 39%   2% -30%
CTS Corp CTS NYSE Industrial Goods Electrical Power Systems & Automation USD 24.81 805 M -15.0% 45%   4% -46%
Duerr AG DUERF OTC Industrial Goods Robotics & Industrial Processes USD 17.78 - -54.3% 58%   -1% -54%
FANUC FANUY OTC Industrial Goods Robotics & Industrial Processes USD 13.48 - -20.9% 34%   3% -43%
Fortive FTV NYSE Industrial Goods Precision, Measurement & Processing USD 52.10 18 B -37.6% 39%   3% -53%
Honeywell International HON NYSE Conglomerates Industrial Conglomerates USD 131.75 94 B -14.9% 37%   4% -43%
IPG Photonics IPGP NASDAQ Technology Optics & Photonics USD 109.20 5.8 B -28.1% 53%   3% -42%
Keyence KYCCF OTC Industrial Goods Precision, Measurement & Processing USD 319.01 - 2.7% 103%   5% -60%
Kuka AG KUKAF OTC Industrial Goods Robotics & Industrial Processes USD 28.50 - -56.7% 85%   2% -65%
Kyocera KYOCY OTC Technology Datacom, Telcom & Network Equipt USD 58.58 - -0.6% 27%   3% -28%
Lincoln Electric Holdings Inc. LECO NASDAQ Industrial Goods Robotics & Industrial Processes USD 69.89 4.2 B -14.4% 36%   4% -39%
Mettler-Toledo International MTD NYSE Industrial Goods Precision, Measurement & Processing USD 685.40 16 B -5.2% 35%   4% -32%
MTS Systems MTSC NASDAQ Industrial Goods Robotics & Industrial Processes USD 22.71 436 M -56.1% 63%   3% -77%
Nabtesco Corporation NCTKF OTC Industrial Goods Engineered Industrial Products USD 19.50 - -23.1% 58%   -1% -37%
Rockwell Automation ROK NYSE Industrial Goods Robotics & Industrial Processes USD 152.26 18 B -11.0% 47%   5% -42%
Roper Industries ROP NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 317.46 34 B -6.6% 36%   4% -35%
Sensata Technologies Holding ST NYSE Industrial Goods Precision, Measurement & Processing USD 29.36 4.6 B -34.8% 44%   3% -57%
Siemens SIEGY OTC Conglomerates Industrial Conglomerates USD 40.31 - -22.4% 35%   3% -49%
Sumitomo Corporation SSUMY OTC Conglomerates Industrial Conglomerates USD 11.81 - -14.7% 26%   2% -37%
TE Connectivity TEL NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 63.72 21 B -18.8% 39%   4% -47%
Toyota Industries TYIDY OTC Industrial Goods Diversified Processing & Manufacturing Equipment USD 51.00 - 1.0% 39%   4% -37%
Yaskawa Electric YASKY OTC Industrial Goods Robotics & Industrial Processes USD 53.60 - -14.7% 47%   5% -46%
Zebra Technologies ZBRA NASDAQ Technology Information Systems & Network Software USD 188.35 10 B -10.1% 49%   5% -38%