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 46.48 - -14.1% 33%   3% -36%
ABB Ltd ABB NYSE Conglomerates Industrial Conglomerates USD 18.83 40 B -16.6% 21%   3% -25%
Altra Industrial Motion AIMC NASDAQ Industrial Goods Engines, Industrial Equipt & Cpts USD 33.31 2.2 B -20.1% 35%   4% -47%
Ametek AME NYSE Industrial Goods Precision, Measurement & Processing USD 84.49 19 B 13.3% 22%   4% -22%
Amphenol Corp. APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 89.51 27 B 3.6% 21%   4% -23%
Atlas Copco AB ATLCY OTC Industrial Goods Diversified Machinery USD 25.12 - -8.9% 42%   5% -43%
AVX Corp AVX NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 15.40 2.6 B 2.0% 32%   4% -32%
CTS Corp CTS NYSE Industrial Goods Electrical Power Systems & Automation USD 27.42 901 M -14.2% 27%   3% -38%
Duerr AG DUERF OTC Industrial Goods Robotics & Industrial Processes USD 37.65 - -29.6% 108%   3% -67%
FANUC FANUY OTC Industrial Goods Robotics & Industrial Processes USD 16.84 - -22.0% 32%   3% -34%
Fortive FTV NYSE Industrial Goods Precision, Measurement & Processing USD 78.04 26 B 3.6% 22%   4% -27%
Honeywell International Inc. HON NYSE Conglomerates Industrial Conglomerates USD 166.68 121 B 17.0% 18%   3% -25%
IPG Photonics IPGP NASDAQ Technology Optics & Photonics USD 131.01 7.0 B -47.6% 53%   3% -59%
Keyence KYCCF OTC Industrial Goods Precision, Measurement & Processing USD 579.00 - -4.6% 32%   3% -27%
Kuka AG KUKAF OTC Industrial Goods Robotics & Industrial Processes USD 59.18 - -41.3% 63%   2% -55%
Kyocera KYOCY OTC Technology Datacom, Telcom & Network Equipt USD 61.82 23 B 2.5% 24%   3% -24%
Lincoln Electric Holdings Inc. LECO NASDAQ Industrial Goods Robotics & Industrial Processes USD 77.41 4.9 B -10.2% 24%   4% -25%
Mettler-Toledo International MTD NYSE Industrial Goods Precision, Measurement & Processing USD 728.82 18 B 31.4% 25%   5% -20%
MTS Systems Corp MTSC NASDAQ Industrial Goods Robotics & Industrial Processes USD 55.92 1.0 B 7.7% 24%   3% -30%
Nabtesco Corporation NCTKF OTC Industrial Goods Engineered Industrial Products USD 20.20 - -44.3% 38%   0% -45%
Rockwell Automation ROK NYSE Industrial Goods Robotics & Industrial Processes USD 154.78 18 B -10.9% 26%   4% -28%
Roper Industries ROP NYSE Industrial Goods Engines, Industrial Equipt & Cpts USD 348.07 36 B 25.2% 22%   4% -21%
Sensata Technologies Holding N.V. ST NYSE Industrial Goods Precision, Measurement & Processing USD 44.16 7.1 B -15.2% 27%   4% -26%
Siemens SIEGY OTC Conglomerates Industrial Conglomerates USD 59.16 - -8.9% 21%   3% -24%
Sumitomo Corporation SSUMY OTC Conglomerates Industrial Conglomerates USD 14.54 - -16.1% 22%   2% -24%
TE Connectivity TEL NYSE Industrial Goods Robotics & Industrial Processes USD 86.67 29 B -6.0% 24%   3% -29%
Toyota Industries TYIDY OTC Industrial Goods Diversified Processing & Manufacturing Equipment USD 51.13 - -17.9% 28%   1% -29%
Yaskawa Electric YASKY OTC Industrial Goods Robotics & Industrial Processes USD 58.38 - -28.4% 48%   4% -41%
Zebra Technologies ZBRA NASDAQ Technology Information Systems & Network Software USD 175.68 9.5 B 13.4% 39%   6% -27%