The analyst has taken a long position in Harmonic Drive (6324) for exposure to humanoid-related stocks, preferring Western supply chains despite Chinese competitors.
Harmonic Drive is a good humanoid exposure name at a $4B valuation; personal preference for investing in Western supply chains; picked some shares for exposure.
Jeez, Japanese markets seem happy. Everything from Furukawa, Towa, Harmonic Drive, Ibiden, are up today. Probably after winning the World Cup game 4-0? https://t.co/b64yv9XUD1
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