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 91.60 - 55.8% 41%   3% -34%
ABB Ltd ABB NYSE Conglomerates Industrial Conglomerates USD 26.60 57 B 25.4% 40%   4% -41%
Altra Industrial Motion AIMC NASDAQ Industrial Goods Engines, Industrial Equipt & Cpts USD 57.87 3.7 B 77.3% 77%   7% -64%
AMETEK AME NYSE Industrial Goods Precision, Measurement & Processing USD 119.77 28 B 21.7% 46%   4% -43%
Amphenol APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 131.95 39 B 27.8% 41%   4% -37%
Atlas Copco AB ATLCY OTC Industrial Goods Diversified Machinery USD 44.70 - 41.4% 44%   3% -38%
CTS Corp CTS NYSE Industrial Goods Electrical Power Systems & Automation USD 31.30 1.0 B 14.9% 53%   4% -42%
Duerr AG DUERF OTC Industrial Goods Robotics & Industrial Processes USD 32.97 - 17.2% 71%   -1% -48%
FANUC FANUY OTC Industrial Goods Robotics & Industrial Processes USD 24.84 - 30.2% 39%   3% -43%
Fortive FTV NYSE Industrial Goods Precision, Measurement & Processing USD 71.43 24 B -0.6% 48%   4% -47%
Honeywell International HON NYSE Conglomerates Industrial Conglomerates USD 209.41 147 B 19.3% 45%   4% -43%
IPG Photonics IPGP NASDAQ Technology Optics & Photonics USD 203.52 11 B 43.2% 52%   3% -31%
Keyence KYCCF OTC Industrial Goods Precision, Measurement & Processing USD 519.00 - 53.6% 31%   2% -26%
Kuka AG KUKAF OTC Industrial Goods Robotics & Industrial Processes USD 45.88 - 13.1% 97%   3% -46%
Kyocera KYOCY OTC Technology Datacom, Telcom & Network Equipt USD 58.69 - -14.0% 31%   2% -28%
Lincoln Electric Holdings Inc. LECO NASDAQ Industrial Goods Robotics & Industrial Processes USD 115.01 6.8 B 26.8% 42%   4% -39%
Mettler-Toledo International MTD NYSE Industrial Goods Precision, Measurement & Processing USD 1,126.68 27 B 56.6% 41%   3% -29%
MTS Systems MTSC NASDAQ Industrial Goods Robotics & Industrial Processes USD 37.09 713 M -17.0% 86%   7% -73%
Nabtesco Corporation NCTKF OTC Industrial Goods Engineered Industrial Products USD 35.30 - 22.6% 56%   -1% -37%
Rockwell Automation ROK NYSE Industrial Goods Robotics & Industrial Processes USD 255.93 30 B 32.8% 49%   4% -42%
Roper Industries ROP NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 418.80 44 B 16.8% 41%   3% -35%
Sensata Technologies Holding ST NYSE Industrial Goods Precision, Measurement & Processing USD 50.55 7.9 B -1.8% 55%   5% -57%
Siemens SIEGY OTC Conglomerates Industrial Conglomerates USD 67.36 - 18.2% 43%   4% -49%
Sumitomo Corporation SSUMY OTC Conglomerates Industrial Conglomerates USD 12.78 - -15.2% 33%   2% -34%
TE Connectivity TEL NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 115.31 38 B 26.4% 48%   5% -47%
Toyota Industries TYIDY OTC Industrial Goods Diversified Processing & Manufacturing Equipment USD 75.10 - 23.0% 45%   3% -36%
Yaskawa Electric YASKY OTC Industrial Goods Robotics & Industrial Processes USD 97.96 - 33.2% 43%   4% -46%
Zebra Technologies ZBRA NASDAQ Technology Information Systems & Network Software USD 377.00 20 B 50.2% 50%   4% -38%