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 54.27 - 19.2% 34%   5% -24%
ABB Ltd ABB NYSE Conglomerates Industrial Conglomerates USD 20.18 43 B -13.7% 22%   3% -26%
Altra Industrial Motion AIMC NASDAQ Industrial Goods Engines, Industrial Equipt & Cpts USD 28.42 1.8 B -31.6% 45%   4% -44%
Ametek AME NYSE Industrial Goods Precision, Measurement & Processing USD 90.21 21 B 11.5% 23%   4% -22%
Amphenol Corp. APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 94.24 28 B -0.9% 24%   3% -22%
Atlas Copco AB ATLCY OTC Industrial Goods Diversified Machinery USD 28.81 - 7.8% 31%   5% -25%
AVX Corp AVX NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 15.85 2.7 B -14.9% 32%   4% -32%
CTS Corp CTS NYSE Industrial Goods Electrical Power Systems & Automation USD 32.39 1.1 B -11.2% 31%   3% -34%
Duerr AG DUERF OTC Industrial Goods Robotics & Industrial Processes USD 26.30 - -37.0% 38%   1% -40%
FANUC FANUY OTC Industrial Goods Robotics & Industrial Processes USD 18.87 - -6.0% 33%   4% -29%
Fortive FTV NYSE Industrial Goods Precision, Measurement & Processing USD 68.79 23 B -20.9% 24%   3% -27%
Honeywell International Inc. HON NYSE Conglomerates Industrial Conglomerates USD 166.77 120 B 5.9% 20%   3% -25%
IPG Photonics IPGP NASDAQ Technology Optics & Photonics USD 137.05 7.3 B -15.7% 46%   5% -36%
Keyence KYCCF OTC Industrial Goods Precision, Measurement & Processing USD 624.93 - 10.1% 31%   3% -24%
Kuka AG KUKAF OTC Industrial Goods Robotics & Industrial Processes USD 46.50 - -51.1% 72%   2% -61%
Kyocera KYOCY OTC Technology Datacom, Telcom & Network Equipt USD 63.78 - 7.6% 23%   3% -22%
Lincoln Electric Holdings Inc. LECO NASDAQ Industrial Goods Robotics & Industrial Processes USD 88.23 5.5 B -7.2% 27%   4% -25%
Mettler-Toledo International MTD NYSE Industrial Goods Precision, Measurement & Processing USD 710.10 17 B 15.2% 26%   4% -26%
MTS Systems Corp MTSC NASDAQ Industrial Goods Robotics & Industrial Processes USD 56.22 1.1 B 4.3% 26%   3% -30%
Nabtesco Corporation NCTKF OTC Industrial Goods Engineered Industrial Products USD 30.20 - 26.3% 40%   1% -24%
Rockwell Automation ROK NYSE Industrial Goods Robotics & Industrial Processes USD 163.01 19 B -15.3% 29%   4% -28%
Roper Industries ROP NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 356.53 37 B 15.7% 23%   4% -20%
Sensata Technologies Holding N.V. ST NYSE Industrial Goods Precision, Measurement & Processing USD 51.30 8.3 B -0.9% 28%   4% -21%
Siemens SIEGY OTC Conglomerates Industrial Conglomerates USD 53.37 - -14.6% 21%   2% -25%
Sumitomo Corporation SSUMY OTC Conglomerates Industrial Conglomerates USD 16.47 - -2.1% 21%   2% -22%
TE Connectivity TEL NYSE Industrial Goods Robotics & Industrial Processes USD 94.38 32 B 3.8% 25%   4% -24%
Toyota Industries TYIDY OTC Industrial Goods Diversified Processing & Manufacturing Equipment USD 58.52 - 5.3% 28%   2% -24%
Yaskawa Electric YASKY OTC Industrial Goods Robotics & Industrial Processes USD 73.51 - 14.8% 48%   7% -26%
Zebra Technologies ZBRA NASDAQ Technology Information Systems & Network Software USD 207.95 11 B 19.0% 42%   6% -29%