Eaton: More Than Just A Short-Cycle Story

11:04am, Monday, 31'st Aug 2020
Eaton's leverage to electrical products is an important differentiator, with attractive opportunities in data center, utility grid upgrades, building retrofits, and potential onshoring.
Schneider delivered better than expected results for the second quarter; while electrification was a little soft versus peers, automation was solid and Schneider did well on margins.
The trade war has turned ugly and could get even uglier soon as both US presidential candidates look to take a bite out of China.
RBC vs. ABB: Which Stock Is the Better Value Option?
Honeywell saw slightly worse-than-average organic revenue erosion in Q2, due to a sharp decline in Aero, but overall performance was a little better than expected.
Despite Q1 FY ’20 results sending the ADR 4% lower, FANUC is up more than 50% since April 1. The ADR is not cheap on a P/E basis.
ABB saw some serious headwinds in the second quarter, but the performance relative to sell-side expectations and peers was quite good.

ABB (ABB) Upgraded to Buy: Here's Why

04:00pm, Monday, 27'th Jul 2020
ABB (ABB) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank 2 (Buy).
ABB's Q2 revenues fall year over year on weak segmental performance.

ABB Might Make A Believer Out Of Us Just Yet

12:49pm, Thursday, 23'rd Jul 2020
As expected by the company, 2Q20 total revenue was adversely affected by COVID-19, declining over 14% q-o-q.

ABB (ABB) Q2 2020 Earnings Call Transcript

11:01pm, Wednesday, 22'nd Jul 2020
With me today to present the results and answer your questions are ABB's CEO, Björn Rosengren; and our CFO, Timo Ihamuotila. This includes, for example, making more use of virtual tools and remote
ABB Ltd (NYSE:ABB) Q2 2020 Earnings Conference Call July 22, 2020 04:00 AM ET Company Participants Jessica Mitchell - Head of Investor Relations Björn Rosengren - CEO Timo Ihamuotila - CFO Conference
The following slide deck was published by ABB Ltd in conjunction with their 2020 Q2 earnings call.

Keeping An Eye On The Robotics Industry

06:00am, Wednesday, 22'nd Jul 2020
As long as this trade war continues, I believe the robotics industry will not grow at its full potential.
Yaskawa, I believe, should be more successful than its peers in the coming years due to its ability to provide other industries and markets with robotic solutions.
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