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 49.39 - 8.6% 34%   4% -25%
ABB Ltd ABB NYSE Conglomerates Industrial Conglomerates USD 19.37 41 B -10.2% 21%   3% -25%
Altra Industrial Motion AIMC NASDAQ Industrial Goods Engines, Industrial Equipt & Cpts USD 35.18 2.3 B -19.5% 36%   4% -47%
Ametek AME NYSE Industrial Goods Precision, Measurement & Processing USD 89.80 20 B 23.0% 22%   4% -22%
Amphenol Corp. APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 98.36 29 B 11.7% 22%   4% -23%
Atlas Copco AB ATLCY OTC Industrial Goods Diversified Machinery USD 27.84 - 8.9% 30%   5% -25%
AVX Corp AVX NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 16.35 2.8 B -5.3% 31%   4% -32%
CTS Corp CTS NYSE Industrial Goods Electrical Power Systems & Automation USD 28.96 951 M -19.1% 27%   3% -35%
Duerr AG DUERF OTC Industrial Goods Robotics & Industrial Processes USD 30.15 - -31.5% 36%   0% -32%
FANUC FANUY OTC Industrial Goods Robotics & Industrial Processes USD 17.62 - -9.2% 32%   4% -29%
Fortive FTV NYSE Industrial Goods Precision, Measurement & Processing USD 81.43 27 B 5.6% 22%   3% -27%
Honeywell International Inc. HON NYSE Conglomerates Industrial Conglomerates USD 174.86 126 B 18.9% 18%   3% -25%
IPG Photonics IPGP NASDAQ Technology Optics & Photonics USD 140.49 7.5 B -39.9% 53%   4% -56%
Keyence KYCCF OTC Industrial Goods Precision, Measurement & Processing USD 610.30 - 15.3% 31%   3% -24%
Kuka AG KUKAF OTC Industrial Goods Robotics & Industrial Processes USD 43.53 - -60.5% 69%   2% -61%
Kyocera KYOCY OTC Technology Datacom, Telcom & Network Equipt USD 64.61 - 14.3% 24%   4% -24%
Lincoln Electric Holdings Inc. LECO NASDAQ Industrial Goods Robotics & Industrial Processes USD 88.59 5.6 B -0.5% 26%   4% -25%
Mettler-Toledo International MTD NYSE Industrial Goods Precision, Measurement & Processing USD 818.31 20 B 35.8% 24%   5% -20%
MTS Systems Corp MTSC NASDAQ Industrial Goods Robotics & Industrial Processes USD 55.57 998 M 4.9% 24%   2% -30%
Nabtesco Corporation NCTKF OTC Industrial Goods Engineered Industrial Products USD 26.75 - -10.2% 41%   0% -33%
Rockwell Automation ROK NYSE Industrial Goods Robotics & Industrial Processes USD 166.72 20 B 0.0% 27%   4% -28%
Roper Industries ROP NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 373.89 39 B 32.9% 22%   4% -21%
Sensata Technologies Holding N.V. ST NYSE Industrial Goods Precision, Measurement & Processing USD 47.96 7.8 B -8.6% 28%   4% -26%
Siemens SIEGY OTC Conglomerates Industrial Conglomerates USD 55.84 - -15.9% 20%   2% -24%
Sumitomo Corporation SSUMY OTC Conglomerates Industrial Conglomerates USD 15.23 - -6.4% 21%   2% -22%
TE Connectivity TEL NYSE Industrial Goods Robotics & Industrial Processes USD 91.20 31 B -1.1% 24%   3% -25%
Toyota Industries TYIDY OTC Industrial Goods Diversified Processing & Manufacturing Equipment USD 54.63 - 0.9% 27%   1% -24%
Yaskawa Electric YASKY OTC Industrial Goods Robotics & Industrial Processes USD 67.13 - 2.4% 48%   6% -29%
Zebra Technologies ZBRA NASDAQ Technology Information Systems & Network Software USD 185.05 10 B 28.5% 41%   7% -29%