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 77.10 - 43.1% 40%   3% -34%
ABB Ltd ABB NYSE Conglomerates Industrial Conglomerates USD 25.22 54 B 29.5% 39%   4% -41%
Altra Industrial Motion AIMC NASDAQ Industrial Goods Engines, Industrial Equipt & Cpts USD 37.52 2.4 B 35.9% 76%   7% -64%
AMETEK AME NYSE Industrial Goods Precision, Measurement & Processing USD 96.24 22 B 7.8% 45%   4% -43%
Amphenol APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 103.49 31 B 11.4% 40%   4% -37%
Atlas Copco AB ATLCY OTC Industrial Goods Diversified Machinery USD 42.90 - 53.2% 44%   3% -38%
CTS Corp CTS NYSE Industrial Goods Electrical Power Systems & Automation USD 21.72 701 M -32.1% 54%   4% -46%
Duerr AG DUERF OTC Industrial Goods Robotics & Industrial Processes USD 28.99 - 15.4% 70%   -1% -48%
FANUC FANUY OTC Industrial Goods Robotics & Industrial Processes USD 19.41 - 5.1% 38%   3% -43%
Fortive FTV NYSE Industrial Goods Precision, Measurement & Processing USD 72.37 24 B 6.6% 46%   4% -47%
Honeywell International HON NYSE Conglomerates Industrial Conglomerates USD 161.37 113 B -2.0% 43%   4% -43%
IPG Photonics IPGP NASDAQ Technology Optics & Photonics USD 157.79 8.4 B 18.6% 56%   4% -33%
Keyence KYCCF OTC Industrial Goods Precision, Measurement & Processing USD 446.83 - 44.8% 104%   3% -60%
Kuka AG KUKAF OTC Industrial Goods Robotics & Industrial Processes USD 44.41 - -2.9% 99%   3% -48%
Kyocera KYOCY OTC Technology Datacom, Telcom & Network Equipt USD 58.45 - -7.5% 30%   2% -28%
Lincoln Electric Holdings Inc. LECO NASDAQ Industrial Goods Robotics & Industrial Processes USD 88.70 5.3 B 5.0% 42%   4% -39%
Mettler-Toledo International MTD NYSE Industrial Goods Precision, Measurement & Processing USD 974.50 23 B 37.4% 40%   3% -29%
MTS Systems MTSC NASDAQ Industrial Goods Robotics & Industrial Processes USD 19.47 375 M -63.5% 86%   7% -77%
Nabtesco Corporation NCTKF OTC Industrial Goods Engineered Industrial Products USD 29.50 - 0.1% 53%   -1% -37%
Rockwell Automation ROK NYSE Industrial Goods Robotics & Industrial Processes USD 209.08 24 B 31.5% 49%   4% -42%
Roper Industries ROP NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 392.25 41 B 9.7% 39%   3% -35%
Sensata Technologies Holding ST NYSE Industrial Goods Precision, Measurement & Processing USD 41.67 6.5 B -17.4% 53%   5% -57%
Siemens SIEGY OTC Conglomerates Industrial Conglomerates USD 69.68 - 34.1% 41%   4% -49%
Sumitomo Corporation SSUMY OTC Conglomerates Industrial Conglomerates USD 12.59 - -23.8% 33%   2% -37%
TE Connectivity TEL NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 96.37 32 B 5.4% 48%   5% -46%
Toyota Industries TYIDY OTC Industrial Goods Diversified Processing & Manufacturing Equipment USD 62.44 - 5.7% 45%   3% -37%
Yaskawa Electric YASKY OTC Industrial Goods Robotics & Industrial Processes USD 75.75 - 5.2% 44%   4% -46%
Zebra Technologies ZBRA NASDAQ Technology Information Systems & Network Software USD 248.73 13 B 22.1% 49%   4% -38%