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 60.99 - 50.8% 33%   5% -22%
ABB Ltd ABB NYSE Conglomerates Industrial Conglomerates USD 21.91 47 B 15.3% 22%   3% -15%
Altra Industrial Motion AIMC NASDAQ Industrial Goods Engines, Industrial Equipt & Cpts USD 33.12 2.1 B 8.4% 44%   5% -37%
Ametek AME NYSE Industrial Goods Precision, Measurement & Processing USD 99.18 23 B 40.0% 21%   4% -17%
Amphenol Corp. APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 103.26 31 B 23.8% 23%   3% -20%
Atlas Copco AB ATLCY OTC Industrial Goods Diversified Machinery USD 32.95 - 59.9% 30%   5% -16%
AVX Corp AVX NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 14.84 2.5 B -3.0% 30%   3% -30%
CTS Corp CTS NYSE Industrial Goods Electrical Power Systems & Automation USD 26.77 873 M -4.5% 35%   3% -22%
Duerr AG DUERF OTC Industrial Goods Robotics & Industrial Processes USD 29.45 - -12.4% 33%   1% -32%
FANUC FANUY OTC Industrial Goods Robotics & Industrial Processes USD 19.34 - 19.9% 28%   4% -17%
Fortive FTV NYSE Industrial Goods Precision, Measurement & Processing USD 71.10 24 B -1.7% 24%   3% -28%
Honeywell International HON NYSE Conglomerates Industrial Conglomerates USD 180.12 129 B 27.4% 19%   3% -16%
IPG Photonics IPGP NASDAQ Technology Optics & Photonics USD 137.55 7.3 B 3.5% 46%   5% -36%
Keyence KYCCF OTC Industrial Goods Precision, Measurement & Processing USD 344.00 - 30.9% 77%   6% -17%
Kuka AG KUKAF OTC Industrial Goods Robotics & Industrial Processes USD 45.14 - -39.0% 69%   2% -49%
Kyocera KYOCY OTC Technology Datacom, Telcom & Network Equipt USD 65.26 - 29.7% 21%   3% -13%
Lincoln Electric Holdings Inc. LECO NASDAQ Industrial Goods Robotics & Industrial Processes USD 91.40 5.6 B 14.1% 26%   4% -17%
Mettler-Toledo International MTD NYSE Industrial Goods Precision, Measurement & Processing USD 732.96 18 B 25.4% 26%   3% -26%
MTS Systems Corp MTSC NASDAQ Industrial Goods Robotics & Industrial Processes USD 60.15 1.2 B 30.3% 26%   3% -24%
Nabtesco Corporation NCTKF OTC Industrial Goods Engineered Industrial Products USD 30.00 - 15.2% 40%   1% -24%
Rockwell Automation ROK NYSE Industrial Goods Robotics & Industrial Processes USD 196.67 23 B 19.2% 29%   4% -24%
Roper Industries ROP NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 349.96 36 B 22.5% 21%   3% -18%
Sensata Technologies Holding N.V. ST NYSE Industrial Goods Precision, Measurement & Processing USD 52.34 8.3 B 13.9% 25%   4% -18%
Siemens SIEGY OTC Conglomerates Industrial Conglomerates USD 63.27 - 17.1% 21%   3% -22%
Sumitomo Corporation SSUMY OTC Conglomerates Industrial Conglomerates USD 15.41 - 0.6% 22%   2% -14%
TE Connectivity TEL NYSE Industrial Goods Robotics & Industrial Processes USD 92.60 31 B 26.9% 24%   3% -12%
Toyota Industries TYIDY OTC Industrial Goods Diversified Processing & Manufacturing Equipment USD 60.47 - 22.5% 27%   1% -15%
Yaskawa Electric YASKY OTC Industrial Goods Robotics & Industrial Processes USD 78.25 - 39.1% 43%   6% -26%
Zebra Technologies ZBRA NASDAQ Technology Information Systems & Network Software USD 235.91 13 B 45.4% 41%   6% -29%