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May machine tool orders (confirmed) and investment perspectives-20260626
野村证券· 2026-06-26 13:19
May machine tool orders (confirmed) and investment perspectives EQUITY: JAPAN MACHINERY May order data shows contribution from high Chinese orders Marked increase in orders from Chinese automotive industry in May Confirmed machine tool order data for May 2026, released on 25 June by the Japan Machine Tool Builders' Association (JMTBA), showed orders of ¥45.3bn (down 8% m-m, up 37% y-y) in Japan and ¥131.7bn (down 6% m-m, up 38% y-y) overseas. Confirmed data presented results by region overseas, with orders ...
Japan Machinery: Machine Tools: May2026: JMTBA final orders-20260626
高盛· 2026-06-26 11:36
25 June 2026 | 10:33PM JST Equity Research Japan Machinery: Machine Tools: May 2026: JMTBA final orders The Japan Machine Tool Builders' Association (JMTBA) released final machine tool order data for May 2026 at 3PM JST on June 25. We summarize regional conditions and our views based on the orders data and comments on the market environment by the JMTBA. Exhibit 1: Japan Machine Tool Builders' Association: Final orders summary | | Order (mn JPY) | YoY | MoM | | --- | --- | --- | --- | | Total Orders | 177,0 ...