By Jeremie Capron, Director of Research, ROBO Global
26 Sep, 2019
12 Sep, 2019
By Lisa Chai, Senior Research Analyst, ROBO Global
21 Nov, 2018
Any experienced investor knows that a down market isn’t something to dread. In fact, if you’re investing for the long term, it’s something to celebrate. If today’s market has you wondering where to invest to help bolster your portfolio down the road, one of the most exciting places to look is robotics, automation, and AI (RAAI).
21 Sep, 2018
Last week we attended the International Manufacturing Technology Show in Chicago, and we returned with increased confidence in our bullish outlook for the robotics and automation market. From what we saw, there is no doubt: the factory of the future is now!
14 Sep, 2018
Wise business moves aren’t always recognized immediately, but for Brooks Automation, divesting its semiconductor cryogenics business to Edward Group, an affiliate of Atlas Copco, for $675M in cash delivered a big same-day reward: an immediate pop in its share price of more than 30%. The company has said it plans to use the influx of cash to spur its fast-growing life sciences business. The notable bump in price was just more good news that highlighted the company’s stunning performance overall. Brooks Automation stock is up 49% YTD (2018) and has nearly tripled in the past two years at +189%, making it one of the top performance leaders of the ROBO Global Robotics & Automation Index.
21 Jun, 2018
At the 2018 Automatica Fair in Munich, the International Federation for Robotics (IFR) presented a preview of the annual sales statistics for the robotics sector at the CEO roundtable. The final statistics will be published by IFR in cooperation with VDMA in October.
17 May, 2018
When I say that I work in robotics, automation, and artificial intelligence (RAAI), the first things most people think of are humanoid robots (think Star Wars), AI (think Alexa), or self-driving cars (think Tesla). But the spectrum of RAAI transcends the obvious. ROBO Global index member Renishaw, the oldest and perhaps boldest player in the world of 3D printing, is just one example. Established in 1973, the company is transforming the application of additive manufacturing—more commonly called 3D Printing—in healthcare, precision measurement, and more. The only UK business that designs and makes industrial machines that ‘print' parts from metal powder, Renishaw supplies products and services used in applications as diverse as jet engine and wind turbine manufacturing, dentistry, and brain surgery.
22 Sep, 2017
China is on a mission to change its reputation from a manufacturer of cheap, mass-produced goods to a world leader in high-quality quality manufacturing. If that surprises you, you’re not the only one.
For decades, China has been synonymous with the word cheap. But times are changing, and much of that change is reliant on the adoption of robotics, automation, and artificial intelligence, or RAAI (pronounced “ray”). For investors, this shift is driving a major opportunity to capture growth and returns rooted in China’s rapidly increasing demand for RAAI technologies.