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 56.35 - 43.4% 31%   5% -17%
ABB Ltd ABB NYSE Conglomerates Industrial Conglomerates USD 23.34 50 B 26.9% 20%   3% -15%
Altra Industrial Motion AIMC NASDAQ Industrial Goods Engines, Industrial Equipt & Cpts USD 34.11 2.2 B 18.3% 41%   5% -37%
AMETEK AME NYSE Industrial Goods Precision, Measurement & Processing USD 99.33 23 B 39.2% 18%   3% -10%
Amphenol APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 103.41 31 B 21.3% 20%   3% -20%
Atlas Copco AB ATLCY OTC Industrial Goods Diversified Machinery USD 34.66 - 48.0% 27%   5% -16%
AVX Corp AVX NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 20.45 3.5 B 20.4% 40%   4% -30%
CTS Corp CTS NYSE Industrial Goods Electrical Power Systems & Automation USD 30.71 1.0 B 12.3% 34%   4% -22%
Duerr AG DUERF OTC Industrial Goods Robotics & Industrial Processes USD 32.70 - -2.8% 34%   1% -32%
FANUC FANUY OTC Industrial Goods Robotics & Industrial Processes USD 18.10 - 9.4% 23%   3% -15%
Fortive FTV NYSE Industrial Goods Precision, Measurement & Processing USD 75.03 25 B 2.2% 21%   3% -28%
Honeywell International HON NYSE Conglomerates Industrial Conglomerates USD 175.46 125 B 26.2% 17%   3% -12%
IPG Photonics IPGP NASDAQ Technology Optics & Photonics USD 136.69 7.3 B 4.0% 43%   6% -36%
Keyence KYCCF OTC Industrial Goods Precision, Measurement & Processing USD 352.00 - 40.3% 102%   9% -51%
Kuka AG KUKAF OTC Industrial Goods Robotics & Industrial Processes USD 38.00 - -46.9% 71%   2% -47%
Kyocera KYOCY OTC Technology Datacom, Telcom & Network Equipt USD 68.95 - 24.2% 17%   2% -13%
Lincoln Electric Holdings Inc. LECO NASDAQ Industrial Goods Robotics & Industrial Processes USD 93.13 5.7 B 10.3% 23%   3% -17%
Mettler-Toledo International MTD NYSE Industrial Goods Precision, Measurement & Processing USD 799.95 19 B 28.8% 23%   4% -26%
MTS Systems MTSC NASDAQ Industrial Goods Robotics & Industrial Processes USD 51.76 991 M 9.1% 34%   3% -26%
Nabtesco Corporation NCTKF OTC Industrial Goods Engineered Industrial Products USD 29.50 - 25.5% 36%   0% -23%
Rockwell Automation ROK NYSE Industrial Goods Robotics & Industrial Processes USD 196.67 23 B 15.5% 27%   4% -24%
Roper Industries ROP NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 377.90 39 B 34.1% 18%   3% -14%
Sensata Technologies Holding ST NYSE Industrial Goods Precision, Measurement & Processing USD 49.12 7.8 B 4.5% 23%   3% -18%
Siemens SIEGY OTC Conglomerates Industrial Conglomerates USD 63.23 - 14.3% 20%   3% -22%
Sumitomo Corporation SSUMY OTC Conglomerates Industrial Conglomerates USD 14.98 - -2.5% 20%   1% -12%
TE Connectivity TEL NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 98.10 33 B 26.9% 22%   4% -12%
Toyota Industries TYIDY OTC Industrial Goods Diversified Processing & Manufacturing Equipment USD 57.73 - 16.3% 23%   1% -7%
Yaskawa Electric YASKY OTC Industrial Goods Robotics & Industrial Processes USD 70.22 - 31.0% 40%   6% -26%
Zebra Technologies ZBRA NASDAQ Technology Information Systems & Network Software USD 247.98 13 B 45.3% 37%   6% -29%