The analyst holds a personal long position in Harmonic Drive (6324) and expresses a favorable view and personal preference for US humanoid robotics companies, especially Agility Robotics, while also mentioning other robotics-related companies they view favorably but do not own.
Favorable view on humanoid robotics companies, preference for US players, and ownership of Harmonic Drive due to its high content BOM in harmonic reduction gear; positive views on other robotics component suppliers and players in the sector.
For robotics companies, I have a favorable view on Unitree and Agility Robotics, two humanoid players. And I have largest concentration in Agility Robotics, since I personally prefer US humanoid players. For upstream component exposure, I currently own: - Harmonic Drive (6324) given high content BOM on things like harmonic reduction gear. - Vishay Precision for sensors and a possible candidate for Telsa Optimus. LeaderDrive (688017) and Schaeffler I have favorable views on but don't own personally. Many of the other AI DC players, I have indirect exposure to robotics like memory. Don't recommend anyone to copy, just sharing personal positions/thoughts. Humanoid sector is large, and as seen with Goldman Sachs report that "Korean companies will command a 30% direct and indirect share of global humanoid robot production". Lot of players out there globally. This was an older report but just linking it again since you see all of them pop up in GS institutional reports + what they cover. Agility Robotics is my personal favorite as of now.
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