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)

Read our notes

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 66.41 - 27.7% 41%   5% -34%
ABB Ltd ABB NYSE Conglomerates Industrial Conglomerates USD 24.18 52 B 28.4% 39%   5% -41%
Altra Industrial Motion AIMC NASDAQ Industrial Goods Engines, Industrial Equipt & Cpts USD 31.20 2.0 B -7.3% 78%   6% -65%
AMETEK AME NYSE Industrial Goods Precision, Measurement & Processing USD 89.76 21 B -0.8% 45%   4% -43%
Amphenol APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 98.14 29 B 0.8% 41%   4% -38%
Atlas Copco AB ATLCY OTC Industrial Goods Diversified Machinery USD 37.69 - 39.9% 44%   5% -38%
AVX Corp AVX NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 21.66 3.7 B 34.6% 36%   1% -22%
CTS Corp CTS NYSE Industrial Goods Electrical Power Systems & Automation USD 19.77 638 M -28.6% 54%   3% -46%
Duerr AG DUERF OTC Industrial Goods Robotics & Industrial Processes USD 25.90 - -24.5% 73%   -1% -50%
FANUC FANUY OTC Industrial Goods Robotics & Industrial Processes USD 17.71 - -4.3% 38%   3% -43%
Fortive FTV NYSE Industrial Goods Precision, Measurement & Processing USD 69.15 23 B -14.3% 46%   3% -49%
Honeywell International HON NYSE Conglomerates Industrial Conglomerates USD 147.22 103 B -14.6% 43%   3% -43%
IPG Photonics IPGP NASDAQ Technology Optics & Photonics USD 164.84 8.7 B 10.6% 58%   5% -33%
Keyence KYCCF OTC Industrial Goods Precision, Measurement & Processing USD 403.50 - 31.2% 104%   5% -60%
Kuka AG KUKAF OTC Industrial Goods Robotics & Industrial Processes USD 47.88 - -12.7% 95%   3% -56%
Kyocera KYOCY OTC Technology Datacom, Telcom & Network Equipt USD 54.39 - -17.6% 30%   2% -28%
Lincoln Electric Holdings Inc. LECO NASDAQ Industrial Goods Robotics & Industrial Processes USD 85.29 5.1 B 6.3% 42%   4% -39%
Mettler-Toledo International MTD NYSE Industrial Goods Precision, Measurement & Processing USD 823.45 20 B -4.2% 40%   3% -32%
MTS Systems MTSC NASDAQ Industrial Goods Robotics & Industrial Processes USD 17.46 336 M -68.3% 81%   2% -78%
Nabtesco Corporation NCTKF OTC Industrial Goods Engineered Industrial Products USD 29.50 - 22.9% 55%   -1% -37%
Rockwell Automation ROK NYSE Industrial Goods Robotics & Industrial Processes USD 214.59 25 B 37.2% 50%   6% -42%
Roper Industries ROP NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 393.34 41 B 5.1% 39%   4% -35%
Sensata Technologies Holding ST NYSE Industrial Goods Precision, Measurement & Processing USD 37.02 5.8 B -22.9% 52%   4% -57%
Siemens SIEGY OTC Conglomerates Industrial Conglomerates USD 59.43 - 6.9% 41%   4% -49%
Sumitomo Corporation SSUMY OTC Conglomerates Industrial Conglomerates USD 11.70 - -23.1% 30%   2% -37%
TE Connectivity TEL NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 82.50 27 B -11.6% 47%   4% -47%
Toyota Industries TYIDY OTC Industrial Goods Diversified Processing & Manufacturing Equipment USD 52.60 - -4.3% 44%   3% -37%
Yaskawa Electric YASKY OTC Industrial Goods Robotics & Industrial Processes USD 69.96 - 2.5% 45%   4% -46%
Zebra Technologies ZBRA NASDAQ Technology Information Systems & Network Software USD 261.63 14 B 20.5% 52%   5% -38%