Bought in mid-November 2025 more out of playful "boredom", is developing $6954 (+2,93 %) really great in the short term (+ 17.43% since then). Is anyone else invested here? 🙂

Fanuc ($6954 (+2,93 %)) is one of the world's leading automation and robotics groups - and a key strategic player in digital manufacturing, semiconductor equipment, e-mobility & logistics.

The Japanese company owns the largest installed robotics fleet in the world and dominate CNC & servo-based high-precision automation.

High barriers to entry - high moat.

⚙️ What does Fanuc do?

➡️ Factory Automation (FA)CNC controls, servo drives, lasers - the brain of modern machine tools.

➡️ RoboticsOver 100 models - from small parts to 2.3 t handling, welding, palletizing, machine tending, etc.

➡️ RobomachineCompact machining centers (ROBODRILL), injection molding (ROBOSHOT), wire erosion (ROBOCUT).

➡️ Service - "one FANUC"Global, highly profitable lifetime service network → predictable sales.

System lock-in at the customer, as drive, controller & robot from a single source come from a single source.

📊 Figures & growth (H1 2025)

📈 Turnover: ¥407.6 bn. (+5.1 % YoY)

Profitability picks up again significantly.

📈 Operating income: ¥86.0 bn. (+13.7% YoY) → 21 % margin

→ again clearly above pre-crisis level.

📈 Ordinary Income: ¥107.9 bn. (+13.8% YoY)

📈 Net income: ¥79.8 bn. (+14.2% YoY)

→ Net margin just under 20 %

📌 Segment driver

🔹 Robotics +16 % YoY

FA +5 % YoY

Robomachine/Service: low to mid single-digit growth rates

📌 Orders: +10.6 % YoY

Americas +24 % | Europe +15 % | China +9 % | Japan weaker

🟢 The opportunities

🟢 Automation supercycle

Labor shortage + reshoring + quality requirements → Robotics is booming.

🟢 Market leadership in robotics & CNC

Deeply integrated systems → strong customer loyalty & pricing power.

🟢 Scale & service leverage

Largest installed base worldwide → high service & spare parts share.

🟢 Exposure to high-growth sectors

Semiconductor, e-mobility, battery, logistics, consumer electronics.

🟢 Balance sheet quality

Net debt-free, high cash reserves → resilience + dividend strength.

🔴 The risks (clear & professional)

⚠️ Investment cycles in the automotive, electronics & semiconductor industries → sales & margins fluctuate.

⚠️ Project postponements lead to strong quarterly volatility.

⚠️ Regional dependency

China & Americas decisive → geopolitical risks included.

⚠️ Robotics competition

ABB, KUKA, Yaskawa & Chinese suppliers are putting pressure on prices.

⚠️ JPY risk

Strong yen can dilute profitability.

⚠️ Valuation

Quality blue chip → drop risk if growth disappoints.

💡 Conclusion & outlook

Fanuc remains a global automation champion - structurally extremely strong in the long term, cyclical in the short term.

Reshoring, AI fabs, e-mobility & logistics robots will drive growth well into the 2030s.

🎯 Long-term goal:

More service share + regional production → robust cash flows & stable margins.

📌 Investment case:

Technology leader with moat, clean balance sheet, global scale base.

But dependent on macro investment cycles in the industrial and semiconductor sectors.

💬 Community question:

Fanuc - Mandatory position in the automation portfolio or too cyclicalto be highly weighted?

$NVDA (+1,09 %) . $6954 (+2,93 %)

And to avoid boredom.

Today's Tenbagger Japan Day continues directly with the next Hidden Champion.

@EpsEra ( Helper Robotic )

@PikaPika0105 ( Helfer Japan Shares )

My dears, Fanuc is also still on my watch. And may soon find its way into my portfolio. My nose is already itching 🙈

FANUC shares are going through the roof this week after a collaboration with NVIDIA was announced. This involves the development of AI-controlled factory robots that can understand spoken commands and work safely with humans.

FANUC (short for Fuji Automatic Numerical Control) is one of the world's leading providers of automation solutions for factories and industrial robots. As Nikkei Asia reports, robot manufacturer FANUC wants to work with NVIDIA to develop intelligent factory robots that can respond to voice commands. This is the Japanese company's first foray into the field of "physical AI".

Robots with voice control and real-time response

The new systems will use NVIDIA technology to process real-time data, understand voice commands and operate safely in close proximity to humans. The aim is to avoid collisions and enable use in more flexible production environments. Training will initially take place in an NVIDIA virtual factory.

The robots support ROS 2, an open source platform that facilitates development and integration. They are controlled via Python, a programming language widely used in AI.

Change of strategy at FANUC

FANUC currently holds around 20% of the market share for industrial robots and has delivered over one million units. The entry into physical AI marks a new phase in the company's strategy. Unlike traditional systems, which require detailed programming, the new robots could be more flexible and easier to use.

A shortage of skilled workers and costly installation and maintenance were previously seen as barriers to wider application. According to the International Federation of Robotics, around 4.66 million industrial robots were in use worldwide in 2024, with up to 550,000 deliveries per year. AI-based systems could significantly accelerate this development.

Share has shot clear

@TomTurboInvest

Since 2018, the share has been in a major consolidation movement that has been moving sideways overall. At the end of October, the stock broke out above the downward trend line and the interim highs since 2024, giving a comprehensive buy signal. After a perfect pullback, the share is now taking off and reaching the 2021 high.

Consolidation is still possible in this area, but a direct breakout with a march through to the all-time high from 2018 at JPY 6,690 would also be conceivable. Corrections would be possible there again, but a sustained rise to new record highs would open up great rally potential up to JPY 8,000 and later JPY 10,000.

Setbacks are now finding support at JPY 5,280 - 5,340, deep pullbacks to JPY 4,580 - 4,620 would currently only be alternative scenarios. However, interesting anti-cyclical opportunities could arise there. Only below JPY 4,350 would the scenario of a major rally start be invalid again.

Conclusion: The FANUC share has achieved a major technical breakout. The future topic of robotics paired with AI awakens fantasies, and the name NVIDIA acts as an accelerant here. Setbacks - if they occur - could offer entry opportunities from now on

https://stock3.com/news/fanuc-nvidia-partnerschaft-befluegelt-japanischen-robotik-riesen-16829138

👋 Hello dear getquin community,

First of all, I would like to thank you for your great support, including the many new followers. I am very pleased that my topics are so well received here and that the topic of humanoid robotics is getting so much attention. I would also like to thank everyone who has already contributed to my last posts, because your thoughts and discussions are really driving this exciting topic forward. @Multibagger
@Tenbagger2024

Today I'm focusing on a topic that Elon Musk recently described as the biggest challenge for humanoid robots: hands and gripping systems.

🔍 Focus: robot hands & gripping systems

I took a look at why hands are so complex for humanoid robots and read the research report from Nature Machine Intelligence under the microscope:

👉 Embedding high-resolution touch across robotic hands (Nature, 2025)

The study shows: Advances such as the F-TAC hand with high-resolution touch sensors are a huge step forward. But there are still 5 major challenges remain:

Tactile feedback / real "fingertip sensitivity" is often missing.

Mechanics vs. sensor integration / narrow design vs. flexible fingers.

Algorithms & data / Real-time control remains difficult.

Durability / Robot hands are often still too fragile.

Costs / Complex hands are extremely expensive.

🦾 Who is already working on this today?

Here is an overview of listed companies that play a role in the "hand problem":

⚙️ Actuators & Precision Gears

$6324 (+1,03 %)
Harmonic Drive (JP) - Precision gears, almost standard in robot hands

$6481 (+0 %)
THK (JP) - Linear guides & actuators

$6273 (+2,94 %)
SMC Corp. (JP) - Mini actuators, pneumatics

👁️ Sensors & touch

$6861 (-0,2 %)
Keyence (JP) - Force & vision sensors

$CGNX (+4,34 %)
Cognex (US) - industrial image processing

$STM (+6,39 %)
STMicroelectronics (FR/IT) - MEMS & pressure sensors

✋ Gripping systems & end effectors

$ABBN (+3 %)
ABB (CH) - Industrial robots with gripping modules

$6954 (+2,93 %)
Fanuc (JP) - Integrated grippers in robot platforms

$(Private, but important: Schunk, Festo - market leader for grippers)

🤖 End applications / developer of humanoid robots

$TSLA (+4,28 %)
Tesla (US) - Optimus with focus on functional hands

$Neura Robotics (DE,private) - Cognitive humanoid robots with hand research

Agility Robotics (US, private) - humanoid robot "Digit" with gripping ability

Here is the full humanoid robot investment report

https://getqu.in/MBgIMg/

📌 Take-Away

Without functioning hands, humanoid robots remain limited. The combination of precision mechanics, sensor technology and control is the key and this is where there are exciting investment opportunities from Harmonic Drive to Tesla.

👉 Question for you: Do you think that in the next 5 years we will see robot hands that really achieve human dexterity or will this remain a dream of the future for even longer?

Image: © riko2022 - stock.adobe.com

Hello my dears,

Today I received a question from the dear one @BamBamInvest . It was about which companies I have already looked at in the field of robotics and especially humanoid robots.

Because the answer has become a little longer. I would like to share it with the community here once again.

My dears and my dear @BamBamInvest ,

I have already @EpsEra already made some great posts on this topic. Which I also commented on. And I actually see Japan as an innovative player here. Japan is an ageing society in which, among other things, humanoids are supposed to solve the problem. Like in nursing homes, for example.

Unfortunately, one major player has completely run away from me $7012 (+2,47 %) Kawasaki , and I'm still trying to find a way in somehow.

I also see very strong $6954 (+2,93 %) .

FANUC CORP. is a Japanese company active in the field of electrical equipment. The group works in particular on automation and basic technologies for servos and robots.

One supplier in the field of industrial robots that I like is $6481 (+0 %) . I have also made a post about this .

https://getqu.in/fZudqX/

Just as in the AI sector, Softbank is of course also involved in humanoids,

You should also keep an eye on South Korea. Unfortunately Hyundai)Kia has been delisted from the stock exchange, here I see Boston Dynamik as very strong.

Nvidia $NVDA (+1,09 %) is one of the key players in this area. AI and humanoid robots are interlinked.

I could imagine that we will see something in this sector from $SIE (+1,07 %) Siemens or Bosch in this sector.

But there are a number of start-ups in Germany in particular, some of which were even founded at universities.

I wouldn't want to underestimate them under any circumstances.

$GFT (+1,05 %) has now also entered into a partnership with Neura Robotic and is supplying the AI software. In my opinion, Neura's humanoids are already very advanced.

For me, AI and humanoids are also connected. And so many AI players are also becoming players here.

As already mentioned, networking via the cloud will play a role, making the major cloud providers interesting.

Optimus would also be the only reason for me to invest in $TSLA (+4,28 %) to invest.

The Chinese company UBTECH Robotics, with its humanoid Walker S, which is already in use at Nio and BYD, should also be mentioned.

Figure AI cooperates with BMW, for example. Figure AI is also working with OpenAI to develop generative AI for humanoid robots, and its investors include NVIDIA, Microsoft and Amazon.

Sanctuary AI with the humanoid Phoenix has a partnership with $MSFT (+0,62 %) Microsoft.

$AMZN (+0,95 %) Amazon has a partnership with Agility Robotics. And uses Digit in the warehouses.

You should also have heard of AgiBot (a startup from Shanghai).

I think there will be a few IPOs in the humanoid sector in the near future.

Teradyne is the TÜV for robots.

$TER (+7,78 %) is a player in industrial robots. Teradyne currently takes a critical view of the industrial use of humanoid robots and is deliberately focusing on practical, ready-to-use automation solutions - in particular collaborative robotic arms (Universal Robots) and autonomous transport robots (MiR).

$APH (+1,95 %) amphenol supplies the nerve pathways for the humanoid, in the form of cables and connectors. And, of course, the spare parts.

$ROK (+2,62 %) supplies the muscles.

Rockwell Automation, Inc. is an American manufacturer of automation and information solutions for industrial production

$MELE (+2,12 %) is a Belgian company with a market capitalization of 3 billion, is very strong in the sensors that are needed. And is on my watch.

$JBL (+2,09 %) Jabil is a contract manufacturer for humanoids. Which has also already considered whether it could build its own humanoids.

(But you should wait for a reset here).

Also on the Watch $HEXA B (+3,01 %) Hexagon.

A Swedish company in the field of sensors. And is now bringing out a humanoid robot itself.

Medical and industrial robots

Accuray $ARAY (+13,04 %) develops medical robotic solutions for the radiotherapy of cancer patients. The robot-controlled radiosurgery system can track tumor movement during therapy in real time and correct it if necessary.

$CGNX (+4,34 %) Cognex Corp.

The company manufactures machine vision devices used in manufacturing and production for automated processes. These include surface inspection systems and modular image processing systems used in intelligent technologies.

Cognex Corp. is one of the prime stocks in the Industry 4.0 investment trend

Yaskawa Electric Corp.

$6506 (+2,97 %) The Japanese machine manufacturer has its expertise in the production of industrial robots and frequency converters "AC Drivers" for controlling the power supply to machines.

Manz AG (according to @Aktienfox insolvent)

$M5Z (+0 %) Industry 4.0

Manz manufactures and develops machines and systems for production and is one of the world's leading suppliers.

Manz AG is one of the prime stocks in the Industry 4.0 investment trend

Family-owned company

High-tech provider of production systems. The company is divided into 3 divisions: Electronics, Solar and Energy Storage. Dieter Manz, as Chairman and CEO, currently holds 37.3% of the voting rights.

$COH (-3,47 %)

Anyone investing in these areas should be aware of this. We will have drawdowns.

It has always been the same with new technologies in the past.

But patience will be rewarded in the long term.

And we should be prepared now so as not to miss the boat.

After my first post on humanoid robots received a lot of positive feedback, I went into more detail. I later added my favorites in each sector.

In-depth analysis of the value chain, including shovel manufacturers and potential hidden champions

New category: Secondary Key Sectors (Sales, Marketing, Financing)

Additionally: Top 25 companies worldwide, as well as the Top 10 in Europe and the Top 10 in Asia

To help newcomers get up to speed, I’ve included a video link. This will give you an idea of just how far the development of humanoid robotics has come today.

https://www.stern.de/panorama/wissen/humanoider-roboter---wie-reagiert-er-auf-beleidigungen--35996156.html

Thank you for your attention and support 🙏

🌐 1. Humanoid Robot Value Chain (with hidden champions)

1. Research & Chip Design

$ARM (+4,59 %) ARM (UK) – CPU IP, energy-efficient processors

$SNPS (-0,06 %) Synopsys (US) – EDA software, chip design

$CDNS (+0,09 %) Cadence (US) – EDA & Simulation

$PTC PTC (US) – Engineering software, CAD/PLM

$DSY (+0,53 %) Dassault Systèmes (FR) – 3D design & digital twin

$SIE (+1,07 %) Siemens (DE) – Industrial software & lifecycle management

$ADBE (-1,62 %) Adobe (US) – Design, AR/UX

ANSYS (US) – Multiphysics Simulation – Acquired by Synopsys

Altair (US) – CAE, Simulation, Digital Twin – Acquired by Siemens

$HXGBY (+4,71 %)
Hexagon (SE) – Measurement Technology & Simulation

$AWE Alphawave IP Group (UK) – High-speed chip IP for AI/robotics

1. Synopsis, 2. Siemens, and 3. Adobe are my top three picks in this sector

2. Manufacturing Technology & Equipment

$ASML (+2,88 %) ASML (NL) – Lithography (EUV)

$AMAT (+2,09 %) Applied Materials (US) – Semiconductor Equipment

$8035 (+0,72 %) Tokyo Electron (JP) – Wafer manufacturing

$KEYS (+2,79 %) Keysight Technologies (US) – Measurement Technology

$6857 (+8,23 %) Advantest (JP) – Chip Test Systems

$TER (+7,78 %) Teradyne (US) – Test systems + cobots

$6954 (+2,93 %) Fanuc (JP) – Industrial robots, CNC

$CAT (+2,41 %) Caterpillar (US) – Autonomous Machinery

$KU2G KUKA (DE) – Industrial Robots

Comau (IT) – Automation – Not publicly traded

$ROK (+2,62 %) Rockwell Automation (US) – Industrial automation

$JBL (+2,09 %) Jabil (US) – Contract Manufacturing (EMS/ODM)

$KIT (+2,52 %) Kitron (NO) – European EMS/ODM manufacturer

$AIXA (+6,08 %) Aixtron (DE) – Deposition systems for compound semiconductors

$LRCX (+2,41 %)
Lam Research (US) – Etching/deposition systems

$MKSI (+2,84 %)
MKS Instruments (US) – Plasma/vacuum technology

$ASM (+5,58 %)
ASM International (NL) – Deposition systems

1. ASML, 2. Keysight Technologies, 3. Fanuc are my top 3 in this sector

3. Chip Manufacturing (Foundries)

$TSM (+3,06 %) TSMC (TW) – leading foundry

$SMSN Samsung Electronics (KR) – foundry + memory

$GFS (+2,97 %) GlobalFoundries (US) – specialty chips

$INTC (-0,51 %)
Intel Foundry Services (US) – new Western foundry player

$981
SMIC (CN) – Largest Chinese foundry

$UMC
UMC (TW) – Power, RF, and embedded chips

1. TSMC, 2. Intel, 3. Samsung Electronics are my top 3 in this sector

4. Computing & control unit (“brain”)

$NVDA (+1,09 %) Nvidia (US) – GPUs, AI chips

$INTC (-0,51 %) Intel (US) – CPUs, FPGAs

$AMD (+2,73 %) AMD (US) – CPUs, GPUs

$MRVL (+1,63 %) Marvell (US) – network chips

$MU (-1,76 %) Micron (US) – Memory

$DELL (+3,69 %) Dell Technologies (US) – Edge & Infrastructure

Graphcore (UK) – AI chips (IPU) – not a publicly traded company

Cerebras (US) – Wafer-Scale Engine – not a publicly traded company

SiPearl (FR) – European HPC chip – not a publicly traded company

1. Nvidia, 2. Marvell, 3. Micron are my top 3 in this sector

5. Sensors (“Senses”)

$6758 (+1,47 %) Sony (JP) – Image sensors

$6861 (-0,2 %) Keyence (JP) – industrial sensors

$STM (+6,39 %) STMicroelectronics (FR/IT) – Sensors, MCUs

$TDY Teledyne (US) – optical/infrared sensors

$CGNX (+4,34 %) Cognex (US) – Machine Vision

$HON (-0,23 %) Honeywell (US) – Sensors, Security

ANYbotics (CH) – Autonomous sensor fusion – not a publicly traded company

$AMBA (-2,19 %) Ambarella (US) – Video & computer vision SoCs for real-time image recognition

$OUST
Velodyne Lidar (US) – Lidar sensors – acquired by Ouster

$AMS (+12,88 %)
OSRAM (AT/DE) – optical sensors

1. Teledyne, 2. Keyence, 3. Ouster are my top 3 in this sector

6. Actuators & Power Electronics (“Muscles”)

$IFX (+5,11 %) Infineon (DE) – Power Electronics

$ON (+5,75 %) onsemi (US) – Power & Sensors

$TXN (+4,18 %) Texas Instruments (US) – mixed-signal chips

$ADI (+3,01 %) Analog Devices (US) – Signal Processing

$PH Parker-Hannifin (US) – Hydraulics/Pneumatics

$MP (+1,77 %) MP Materials (US) – Magnets

$APH (+1,95 %) Amphenol (US) – Connectors

$6481 (+0 %) THK (JP) – Linear guides & actuators

$6324 (+1,03 %)
Harmonic Drive (JP) – Precision gearboxes & servo drives for robotics

$6594 (+3,03 %)
Nidec (JP) – Electric motors

$6506 (+2,97 %)
Yaskawa (JP) – Drives & Robotics

$SU (+3,28 %)
Schneider Electric (FR) – Energy & Control Solutions

$ZIL2 (-0,94 %)
ElringKlinger (DE) – Battery & Fuel Cell Technology, Lightweight Construction

1. Parker-Hannifin, 2. MP Materials, 3. Infineon are my top 3 in this sector

7. Communications & Networking (“Nerves”)

$QCOM (+1,47 %) Qualcomm (US) – Mobile Communications, Edge AI

$ANET (+0,55 %) Arista Networks (US) – Networks

$CSCO (+3,03 %) Cisco (US) – Networks, Security

$EQIX (+1,84 %) Equinix (US) – Data centers

NTT Docomo (JP) – 5G/6G carrier – not a publicly traded company

$VZ Verizon (US) – Telecommunications

$SFTBY SoftBank (JP) – Carrier + Robotics

$ERIC B (+0,73 %)
Ericsson (SE) – 5G/IoT infrastructure

$NOKIA (+1,82 %)
Nokia (FI) – 5G/6G for Industry

$HPE (+7,61 %)
Juniper Networks (US) – Networking – Acquired by HP

1. Arista Networks, 2. SoftBank, 3. Cisco are my top 3 in this sector

8. Energy

$3750 (-0,6 %) CATL (CN) – Batteries

$6752 (+3,89 %) Panasonic (JP) – Batteries

$373220 LG Energy (KR) – Batteries

$ALB (-0,76 %) Albemarle (US) – Lithium

$LYC (+1,99 %) Lynas (AU) – Rare Earths

$UMICY (+2,93 %) Umicore (BE) – Recycling

WiTricity (US) – Inductive charging – not a publicly traded company

$ABBN (+3 %) Charging (CH) – Charging infrastructure

$SLDP
Solid Power (US) – Solid-state batteries

Northvolt (SE) – European batteries – not a publicly traded company

$PLUG
Plug Power (US) – Fuel cells

$KULR (+1,75 %)
KULR Technology (US) – Thermal management & battery safety for mobile systems

1. Albemarle, 2. CATL, 3. Panasonic are my top 3 in this sector

9. Cloud & Infrastructure

$AMZN (+0,95 %) Amazon AWS (US) – Cloud, AI

$MSFT (+0,62 %) Microsoft Azure (US) – Cloud, AI

$GOOG (+1,22 %) Alphabet Google Cloud (US) – Cloud, ML

$VRT
Vertiv Holdings (US) – Data Center Infrastructure (UPS, Cooling, Edge)

$ORCL (+2,74 %)
Oracle Cloud (US) – ERP + Cloud

$IBM (-1,58 %)
IBM Cloud (US) – Hybrid Cloud + AI

$OVH (-1,03 %)
OVHcloud (FR) – European Cloud

1. Alphabet, 2. Microsoft, 3. Oracle are my top 3 in this sector

10. Software & Data Platforms

$PLTR (-0,39 %) Palantir (US) – Data Integration

$DDOG (+0 %) Datadog (US) – Monitoring

$SNOW (-0,25 %) Snowflake (US) – Data cloud

$ORCL (+2,74 %) Oracle (US) – Databases, ERP

$SAP (-1,47 %) SAP (Germany) – ERP systems

$SPGI S&P Global (US) – Financial/Market Data

ROS2 Foundation – Robotics Middleware – Not publicly traded

$NVDA (+1,09 %) NVIDIA Isaac (US) – Robotics development – part of NVIDIA

$INOD (-1,72 %) Innodata (US) – Data annotation & AI training data

$PATH (-1,94 %)
UiPath (RO/US) – Robotic Process Automation

$AI (-0,81 %)
C3.ai (US) – AI platform

$ESTC (+1,71 %)
(NL/US) – Search & Data Analytics

1. S&P Global, 2. Palantir, 3. Datadog are my top 3 in this sector

11. End-user applications / Robots

$ABBN (+3 %) ABB (CH/SE) – Industrial robots

$6954 (+2,93 %) Fanuc (JP) – Industrial Robots

$TSLA (+4,28 %) Tesla Optimus (US) – humanoid robot

$9618 (-2,35 %) JD.com (CN) – Logistics robots

$AAPL (+0,94 %) Apple (US) – Platform & UX

$700 (-1,81 %) Tencent (CN) – Platform & AI

$9988 (-1,63 %) Alibaba (CN) – Logistics & Platform

PAL Robotics (ES) – humanoid robots - not a publicly traded company

Neura Robotics (DE) – cognitive humanoid robots - not a publicly traded company

$TER (+7,78 %) Universal Robots (DK) – cobots - part of Teradyne Corporation

Engineered Arts (UK) – humanoid robots – not a publicly traded company

$ISRG (-2,92 %) Intuitive Surgical (US) – surgical robotics

$GMED (+1,51 %)
Globus Medical (US) – surgical robotics (ExcelsiusGPS platform)

$7012 (+2,47 %) Kawasaki Heavy Industries (JP) – industrial robots, automation

$CPNG (+0,22 %) Coupang (KR) – logistics end-users

$IRBT
iRobot (US) – consumer robotics (e.g., Roomba); not humanoid, but features navigation and sensor fusion

Boston Dynamics (US) – humanoid & mobile robots—not a publicly traded company

Hanson Robotics (HK) – humanoid robots (Sophia)—not a publicly traded company

Agility Robotics (US) – “Digit” humanoid robot—not a publicly traded company

1. Apple, 2. Tencent, 3. Alibaba are my top 3 in this sector

🛠 2. Cross-sector enablers (shovel manufacturers) – featuring hidden champions

Raw Materials & Battery Materials

Albemarle · Lynas · Umicore

$SQM
SQM (CL) – Lithium

$ILU (-1,27 %)
Iluka Resources (AU) – Rare Earths

$ARR (+6,7 %)
American Rare Earths (US/AU) – New supply chains

My top pick in the sector is Albemarle

Manufacturing Technology

ASML · Applied Materials · Tokyo Electron

$LRCX (+2,41 %)
Lam Research (US) – Plasma/etching processes

$ASM (+5,58 %)
ASM International (NL) – ALD equipment

$MKSI (+2,84 %)
MKS Instruments (US) – Plasma/vacuum technology

My top pick in the sector is ASML

Quality Assurance

Keysight · Advantest · Teradyne

$EMR (+1,43 %)
National Instruments (US) – Measurement technology – from Emerson Electric Acquired

$300567
ATE Test Systems (CN) – Test systems

$FORM (+1,06 %)
FormFactor (US) – Wafer probing

My number one in the sector is Keysight

Motion & Drive

Parker-Hannifin

Festo (Germany) – Pneumatics, Soft Robotics - not a publicly traded company

Bosch Rexroth (DE) – Drives, Controls - not a publicly traded company

$6481 (+0 %)
THK (JP) – Linear guides

My top choice in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (+1,35 %) Basler (DE) – Industrial cameras

FLIR (US) – Thermal imaging sensors – Acquired by Teledyne

ISRA Vision (DE) – Machine vision – not a publicly traded company

My top pick in the sector is Teledyne

Magnets & Materials

MP Materials

$6501 (+1,86 %)
Hitachi Metals (JP) – Magnetic Materials

VacuumSchmelze (DE) – Magnetic materials – not a publicly traded company

$4063 (+1,83 %)
Shin-Etsu Chemical (JP) – Specialty materials

My top pick in the sector is MP Materials

Chip Design & Simulation

Synopsys · Cadence · ARM

$SIE (+1,07 %)
Siemens EDA (DE/US)– Mentor Graphics—a strategic business unit of Siemens AG

Imagination Tech (UK) – GPU IP – not a publicly traded company

$CEVA (+4,43 %)
CEVA (IL) – Signal processor IP

My top pick in the sector is Synopsys

Engineering & Lifecycle

PTC · Dassault · Siemens

Altair (US) – Simulation – no longer a publicly traded company

$HXGBY (+4,71 %)
Hexagon (SE) – Measurement Technology

$SNPS (-0,06 %)
ANSYS (US) – Simulation – Acquired by Synopsys

My top pick in the sector is Siemens

Networks & Data Centers

Arista · Cisco · Equinix

$HPE (+7,61 %)
Juniper (US) – Networks – Acquisition by HPE

$DTE (+1,9 %)
T-Systems (DE) – Industrial Cloud

$OVH (-1,03 %)
OVHcloud (FR) – European cloud

My top pick in the sector is Arista

Cloud Infrastructure

AWS · Azure · Google Cloud

$ORCL (+2,74 %)
Oracle Cloud (US) – ERP & Databases

$IBM (-1,58 %)
IBM Cloud (US) – Hybrid Cloud

$9988 (-1,63 %)
Alibaba Cloud (CN) – Asian cloud

$VRT
Vertiv Holdings (US) – Cloud/Infrastructure

My top pick in the sector is Alphabet (Google)

Financial/Information Infrastructure

S&P Global

$MCO (-1 %)
Moody’s (US) – Ratings

$MSCI (-1,22 %)
MSCI (US) – Indices

$MORN
Morningstar (US) – Investment Research

My top pick in the sector is S&P Global

Creative/Experience Infrastructure

Adobe

$ADSK (-0,05 %)
Autodesk (US) – CAD & Design

$U
Unity (US) – 3D/AR Simulation

Epic Games (US) – Unreal Engine – not a publicly traded company

My top pick in the sector is Adobe

Platform & Ecosystem

Apple · Tencent · Alibaba

$META (+0,33 %)
Meta (US) – AR/VR, Social Robotics

ByteDance (CN) – AI & Platforms – not a publicly traded company

$9888 (-1,57 %)
Baidu (CN) – AI & Cloud

My top pick in the sector is Tencent

Infrastructure/Edge

Dell

$HPE (+7,61 %)
HPE (US) – Edge Computing

$SMCI
Supermicro (US) – AI Servers

$6702 (+0,86 %)
Fujitsu (JP) – Edge & HPC

My top pick in this sector is Dell

Storage Solutions

Micron

$HY9H
SK Hynix (KR) – Memory

$285A (+0,32 %)
Kioxia (JP) – NAND

$WDC
Western Digital (US) – Storage solutions

My top pick in the sector is Micron

🏛 3. Secondary Key Sectors with Hidden Champions

Financing & Capital

$GS (+0,56 %) Goldman Sachs (US) – Investment bank; ECM/DCM, M&A, growth financing

$MS Morgan Stanley (US) – Investment bank; tech banking, capital markets

$BLK (-0,58 %) BlackRock (US) – Asset manager; capital allocation, ETFs/index funds

$9984 (-1,08 %) SoftBank Vision Fund (JP) – Mega-VC; growth equity in robotics/AI

Sequoia Capital (US) – Venture capital; early-stage/growth in AI/robotics – This is a classic venture capital fund

DARPA (US) – government R&D funding (robotics/defense) – independent research and development agency

EU Horizon (EU) – research funding/grants for DeepTech – Innovative Europe pillar

China State Funds (CN) – Government Industry/Technology Funds

Lux Capital (US) – VC for DeepTech - Uptake (US) – AI-based predictive maintenance

DCVC (US) – Focus on robotics and AI – Invests exclusively through VC fund investments

Speedinvest (AT) – EU VC for robotics – Investment is only available through fund participations

My number one in the sector is SoftBank

Maintenance & Service

$SIE (+1,07 %) Siemens (DE) – Industrial Services, Lifecycle & Retrofit

$ABBN (+3 %) ABB (CH/SE) – Robotics services, spare parts, field support

$GEHC (+0,22 %) GE Healthcare (US) – Medtech services, including robotic systems

Uptake (US) – AI-based predictive maintenance – not a publicly traded company

Augury (US/IL) – Condition monitoring, condition diagnostics – not a publicly traded company

$KU2 KUKA Service (DE) – Robotics maintenance

$6954 (+2,93 %) Fanuc Service (JP) – Global service network

Boston Dynamics AI Institute (US) – Robotics Longevity – funded by Hyundai Motor Group

My top pick in the sector is Siemens

Marketing & Advertising

$WPP (-2,33 %) WPP (UK) – global advertising group; branding/communications

$OMC Omnicom (US) – marketing/PR network

$PUB (-0,98 %) Publicis (FR) – communications/advertising group

$META (+0,33 %) Meta (US) – digital ads (Facebook/Instagram)

$GOOG (+1,22 %) Google Ads (US) – Search & Display Advertising

TikTok / ByteDance (CN) – Social Ads & Distribution - not a publicly traded company

$AAPL (+0,94 %) Apple (US) – branding/UX; adoption & platform marketing

$WPP (-2,33 %)
AKQA (UK/US) – Tech branding – Since 2012, majority-owned by the WPP Group, but continues to operate as autonomous operating unit

R/GA (US) – Innovation Marketing – not a publicly traded company

Serviceplan (DE) – Largest independent EU agency – not a publicly traded company

My number one in the sector is Meta

Law, Regulation & Ethics

ISO (CH) – international standards, robotics standards

TÜV (DE) – certification & safety testing

UL (US) – safety/conformity testing

EU AI Act (EU) – legal framework for AI & robotics

UNESCO AI Ethics (UN) – global ethical guidelines

Fraunhofer IPA (DE) – Robotics safety standards

ANSI (US) – Standards

IEC (CH) – Electrical Engineering Standards

Education & Talent

MIT (US) – Robotics/AI Research & Education

ETH Zurich (CH) – Autonomous Systems & Robotics

Stanford (US) – AI/Robotics Labs & Spin-offs

Tsinghua University (CN) – Robotics/AI in Asia

CMU (US) – Robotics Institute

EPFL (CH) – Robotics Research

TU Munich (DE) – “Roboy” humanoid robot

🌍 Top 25 Companies in Humanoid Robotics

These companies are crucial to the development and production of humanoid robots, because without them, crucial parts of the chain would be missing:

Chips & computing power (the robots’ brains)

$NVDA (+1,09 %) Nvidia (US) – AI GPUs & Isaac platform, the foundation for robotics AI

$2330 TSMC (TW) – the world’s leading foundry, produces AI chips

$ASML (+2,88 %) ASML (NL) – EUV lithography, indispensable for chip manufacturing

$005930 Samsung Electronics (KR) – memory, logic, foundry

$HY9H SK Hynix (KR) – DRAM & NAND memory for AI

$MU (-1,76 %) Micron (US) – memory solutions for AI workloads

My top pick in the sector is ASML

Sensors & Perception (Robots’ Senses)

$SONY Sony (JP) – Image sensors, market leader

$6861 (-0,2 %) Keyence (JP) – Industrial Sensors & Vision Systems

$CGNX (+4,34 %) Cognex (US) – Machine vision, precise image processing

My top pick in this sector is Keyence

Actuators & Motion (Robot Muscles)

$IFX (+5,11 %) Infineon (DE) – Power Electronics, Motor Control

$6594 (+3,03 %) Nidec (JP) – Global market leader in electric motors

$PH Parker-Hannifin (US) – Hydraulics/Pneumatics, Motion Control

$6481 (+0 %) THK (JP) – Linear guides & actuators

My top pick in this sector is Parker-Hannifin

Communications, Cloud & Infrastructure (Nerves & Data Flow)

$QCOM (+1,47 %) Qualcomm (US) – Mobile & edge chips

$AMZN (+0,95 %) Amazon AWS (US) – Cloud & AI infrastructure

$MSFT (+0,62 %) Microsoft Azure (US) – Cloud, AI services

$CSCO (+3,03 %) Cisco (US) – Networks & Security

$VRT Vertiv Holdings (US) – Data Center Infrastructure

My top pick in this sector is Microsoft

End-User Applications & Platforms (Robots Themselves)

$TSLA (+4,28 %) Tesla (US) – humanoid robots Optimus

$ABBN (+3 %) ABB (CH/SE) – Robotics & Automation

$6954 (+2,93 %) Fanuc (JP) – industrial robots & CNC systems

$7012 (+2,47 %) Kawasaki Heavy Industries (JP) – industrial robots

PAL Robotics (ES) – humanoid robots (TALOS, ARI, TIAGo) – not a publicly traded company

Neura Robotics (DE) – cognitive humanoid robots – not a publicly traded company

Universal Robots (DK) – cobots

My top pick in the sector is Tesla

🇪🇺 Top 10 European Key Companies in Humanoid Robotics

$ASML (+2,88 %)
ASML (NL)

Global market leader in EUV lithography – without ASML, there would be no modern chips for AI & robotics.

$IFX (+5,11 %) Infineon (DE)

A leader in power electronics and motor control—crucial for the actuators of humanoid robots.

$STM (+6,39 %)
STMicroelectronics (FR/IT)

Sensors, microcontrollers, and power chips—the foundation for control and perception.

$SAP (-1,47 %)
SAP (DE)

ERP & data platforms, essential for integrating humanoid robots into industrial processes.

$SIE (+1,07 %)
Siemens (DE)

Industrial software, automation, Digital Twin—key to engineering and lifecycle management.

$KU2 KUKA (DE)

Robotics pioneer, industrial robots & automation—expertise in humanoid motion mechanics.

PAL Robotics (ES) - not a publicly traded company

Specialist in humanoid robots (TALOS, ARI, TIAGo), used internationally in research and service.

Neura Robotics (DE) - not a publicly traded company

Young high-tech company developing cognitive humanoid robots with advanced AI (4NE-1).

Universal Robots (DK) - not a publicly traded company

Market leader in cobots—a platform for safe human-robot collaboration.

Engineered Arts (UK) - not a publicly traded company

Develops humanoid robots such as Ameca, known for realistic facial expressions and gestures—important for HRI (Human-Robot Interaction)

🌏 Top 10 Key Asian Companies in Humanoid Robotics

$2330
TSMC (Taiwan)

The world’s largest semiconductor foundry, producing high-end chips (e.g., Nvidia, AMD, Apple)—without TSMC, there would be no AI hardware.

$005930
Samsung Electronics (South Korea)

Foundry, memory, logic chips, image sensors—extremely broad portfolio of robotics components.

$HY9H
SK Hynix (South Korea) – Memory

$SONY
Sony (Japan)

Market leader in CMOS image sensors, essential for robotic vision and perception.

$6861 (-0,2 %)
Keyence (Japan)

Sensors and machine vision for industrial automation, widely used in robotics.

$6954 (+2,93 %)
Fanuc (Japan)

Industrial robots and CNC systems; one of the world’s leading manufacturers of robotics hardware.

$6506 (+2,97 %)
Yaskawa Electric (Japan)

Drives, motion control, and robotic arms—relevant for humanoid motion control.

$6594 (+3,03 %)
Nidec (Japan)

Global market leader in electric motors (ranging from mini motors to high-performance drives).

$7012 (+2,47 %)
Kawasaki Heavy Industries (JP) – Industrial robots

$9618 (-2,35 %)
JD.com (China)

A driving force in robotics for e-commerce and logistics; invests in humanoid robotics applications

The hype is all about humanoid robots, but the constant winners are in the background.

I have divided the analysis into two perspectives. 1. the complete value chain of humanoid robots, which shows all the players from the chip to the finished robot, and 2. the blade manufacturers in the background, who always earn money as enablers, regardless of which manufacturer wins the race.

ASML, Applied Materials and Tokyo Electron dominate in manufacturing technology. Quality assurance comes from Keysight, Advantest and Teradyne. Chip design is supported by Synopsys, Cadence and ARM. Data streams are secured by Arista Networks, Cisco and Equinix. The computing basis is created in the cloud by Amazon, Microsoft and Alphabet. Albemarle, Lynas and Umicore play a central role in raw materials and battery materials. These companies monetize their customers' investment waves, have high barriers to entry, service revenues and pricing power, but remain cyclical with risks from export rules, capex cuts and currency movements.

🌐 Value chain of humanoid robots Sector overview

1. research & chip design (IP / EDA)

$ARM (+4,59 %)
ARM Holdings (ARM, UK/USA) - CPU architectures

$SNPS (-0,06 %)
Synopsys (SNPS, USA) - Chip design software

$CDNS (+0,09 %)
Cadence Design Systems (CDNS, USA) - EDA & Simulation

2. manufacturing technology & equipment

$ASML (+2,88 %)
ASML (ASML, NL) - EUV lithography, key monopoly

$AMAT (+2,09 %)
Applied Materials (AMAT, USA) - Process equipment

$8035 (+0,72 %)
Tokyo Electron (8035.T, JP) - Wafer equipment

$KEYS (+2,79 %)
Keysight Technologies (KEYS, USA) - Test & RF measurement technology

$6857 (+8,23 %)
Advantest (6857.T, JP) - Semiconductor test systems

$TER (+7,78 %)
Teradyne (TER, USA) - Test systems + robotics (Universal Robots)

3. chip production (Foundries)

$TSM (+3,06 %)
TSMC (TSM, TW) - Largest contract manufacturer

$005930
Samsung Electronics (005930.KQ, KR) - Memory + Foundry

$GFS (+2,97 %)
GlobalFoundries (GFS, USA) - Specialized production

4. computing & control unit ("brain")

$NVDA (+1,09 %)
Nvidia (NVDA, USA) - GPUs, AI accelerators

$INTC (-0,51 %)
Intel (INTC, USA) - CPUs, FPGAs

$AMD (+2,73 %)
AMD (AMD, USA) - CPUs/GPUs

$MRVL (+1,63 %)
Marvell Technology (MRVL, USA) - Network/data center chips

5. sensors ("senses")

$6758 (+1,47 %)
Sony (6758.T, JP) - CMOS image sensors

$6861 (-0,2 %)
Keyence (6861.T, JP) - Vision systems, sensors

$STM (+6,39 %)
STMicroelectronics (STM, CH/FR) - MEMS sensors

6. actuators & power electronics ("muscles")

$IFX (+5,11 %)
Infineon (IFX, DE) - Power semiconductors, SiC

$ON (+5,75 %)
N Semiconductor (ON, USA) - SiC/Power Chips

$STM (+6,39 %)
STMicroelectronics (STM, CH/FR) - Motor control & power

$TXN (+4,18 %)
Texas Instruments (TXN, USA) - Motor control, power ICs

$ADI (+3,01 %)
Analog Devices (ADI, USA) - Energy & BMS chips

7. communication & networking ("nerves")

$QCOM (+1,47 %)
Qualcomm (QCOM, USA) - 5G/SoCs

$AVGO (+2,77 %)
Broadcom (AVGO, USA) - Network & radio chips

$SWKS (+1,19 %)
Skyworks Solutions (SWKS, USA) - RF components

8. energy supply

$300750
CATL (300750.SZ, CN) - Batteries

$6752 (+3,89 %)
Panasonic (6752.T, JP) - Batteries for automotive/robotics

$373220
LG Energy Solution (373220.KQ, KR) - Batteries

9. cloud & infrastructure

$AMZN (+0,95 %)
Amazon (AMZN, USA) - AWS

$MSFT (+0,62 %)
Microsoft (MSFT, USA) - Azure

$GOOG (+1,22 %)
Alphabet (GOOGL, USA) - Google Cloud

$EQIX (+1,84 %)
Equinix (EQIX, USA) - Data center operator

$ANET (+0,55 %)
Arista Networks (ANET, USA) - Network infrastructure

$CSCO (+3,03 %)
Cisco Systems (CSCO, USA) - Edge & Data Center Networks

10. software & data platforms

$PLTR (-0,39 %)
Palantir (PLTR, USA) - Data integration, decision software

$DDOG (+0 %)
Datadog (DDOG, USA) - Cloud monitoring / observability

$SNOW (-0,25 %)
Snowflake (SNOW, USA) - Cloud-native data platform

$ORCL (+2,74 %)
Oracle (ORCL, USA) - Databases, ERP

$SAP (-1,47 %)
SAP (SAP, DE) - ERP/cloud systems

$PATH (-1,94 %)
UiPath (PATH, USA) - Automation software (RPA)

$AI (-0,81 %)
C3.ai (AI, USA) - Enterprise AI platform

11. end applications / robots

$ABB
ABB (ABB, CH) - Industrial robots

$6954 (+2,93 %)
Fanuc (6954.T, JP) - Industrial robots, CNC

$TSLA (+4,28 %)
Tesla (TSLA, USA) - Optimus" humanoid robot

$9618 (-2,35 %)
JD.com (JD, CN) - E-commerce & automated logistics

🛠️ Shovel manufacturer for humanoid robots

🔹 Hardtech (physical "shovels")

These companies provide the material basis: manufacturing machines, raw materials, semiconductor base.

Semiconductor Equipment & Manufacturing

$ASML (+2,88 %)
ASML (ASML, NL) - EUV lithography (monopoly).

$AMAT (+2,09 %)
Applied Materials (AMAT, USA) - Wafer equipment.

$8035 (+0,72 %)
Tokyo Electron (8035.T, JP) - Process equipment.

Test systems (hardware-side)

$6857 (+8,23 %)
Advantest (6857.T, JP) - Semiconductor test.

$TER (+7,78 %)
Teradyne (TER, USA) - Test systems + industrial robots.

Materials & raw materials

$ALB (-0,76 %)
Albemarle (ALB, USA) - Lithium (batteries).

$LYC (+1,99 %)
Lynas Rare Earths (LYC.AX, AUS) - Rare earths for magnets.

$UMICY (+2,93 %)
Umicore (UMI.BR, BE) - Cathode materials, recycling.

🔹 Soft/infra (digital "shovels")

These companies supply the infrastructure & toolswithout which development, training and operation would be impossible.

Design Software & IP

$SNPS (-0,06 %)
Synopsys (SNPS, USA) - EDA software.

$CDNS (+0,09 %)
Cadence Design Systems (CDNS, USA) - Chip design & simulation.

$ARM (+4,59 %)
ARM Holdings (ARM, UK/USA) - CPU architectures (license model).

Test & Measurement (software/signal level)

$KEYS (+2,79 %)
Keysight Technologies (KEYS, USA) - Electronics & RF test systems.

Network & data center backbone

$ANET (+0,55 %)
Arista Networks (ANET, USA) - High-speed networks.

$CSCO (+3,03 %)
Cisco Systems (CSCO, USA) - Data center/edge networks.

$EQIX (+1,84 %)
Equinix (EQIX, USA) - Data centers (colocation).

Cloud infrastructure

$AMZN (+0,95 %)
Amazon (AMZN, USA) - AWS (cloud, AI training).

$MSFT (+0,62 %)
Microsoft (MSFT, USA) - Azure.

$GOOG (+1,22 %)
Alphabet (GOOGL, USA) - Google Cloud.

Takeaway: Investing in the infrastructure stack allows you to participate in the robotics trend regardless of the subsequent product winner and reduces the individual product risk, but you have to live with cycles. In your opinion, which stage of the chain offers the best risk/return combination and fits into a disciplined portfolio?

Source: Own analysis based on publicly available company information and IR materials of the companies mentioned.

Image material: Techa Tungateja/iStockphoto

Hello dear community,

I am currently considering whether I should invest in the above-mentioned company.

$6861 (-0,2 %) =Keyence

What do you think of the company? Please give me your feedback, Flo 😊 .

----------------------------------------

Description of the company:

Keyence is a Japanese manufacturer of high-tech components for industrial automation. The company develops and distributes:

Sensors (e.g. photoelectric sensors, proximity switches)

Image processing systems (industrial cameras, machine vision)

Measuring and testing technology (3D laser scanners, micrometers, profile projectors)

Laser marking devices

Safety and control technology (safety light curtains, PLC)

Keyence sells its products directly to companies, without intermediaries, and is known for fast delivery, on-site technical advice and extreme product quality.

It supplies, for example, the automotive, semiconductor, electronics, pharmaceutical and food industries worldwide.

--------------------------

Pro:

- Turnover/net profit: Increasing

- Margin: High

- Debt: Low

- Researches and develops actively / continuously and stays on the ball

- Represented in over 100 countries

- Turnover in Japan is 36% (in own country)

Contra:

- Yen

- P/E ratio high due to high expectations

--------------------------

Competition (examples):

Cognex Corp = $CGNX (+4,34 %)

Rockwell Automation = $ROK (+2,62 %)

Omron Corp = $6645 (+1,55 %)

Fanus Corp. = $6954 (+2,93 %)

Applied Materials = $AMAT (+2,09 %)

The world's population is getting older and older, an irreversible demographic change with considerable economic consequences.

This article is intended to provide investment ideas and impetus. The stocks mentioned do not, of course, constitute investment advice, but merely serve as examples of potential beneficiaries of demographic change. Historical developments are no guarantee of future returns.

The main source is the short analysis "How to invest as the global population ages" by Goldman Sachs [1], which, however, does not name any specific stocks.

I have also added additional sources and charts.

__________

🌍 Demographic change: growth and ageing of the world's population

The world's population will grow to almost 10 billion people by 2050. However, it is not just the number of people that is increasing, their age structure is also changing dramatically. [2]

Increase in the older population:

• The proportion of people aged 60 and over is rising from 8% (1950) to 21.5% (2050).
• In 2050, 2.1 billion people will belong to the over-60 age group.

Source: [2]

Regional differences:

Europe & North America have the oldest populations & remain the most affected demographically.

Latin America, the Caribbean & Asia: The proportion of over-60s will more than double between 2015 and 2050, reaching around 25 %.

Africa remains the youngest region: in 2015, there were 21 countries worldwide with a birth rate of 5 children per woman, 19 of which were in Africa. However, it should be noted that current statistics from 2024 show that the birth rate per woman in Africa was already just 4.07 in 2023 and could fall to 2.79 by 2050. [3]

While industrialized countries are struggling with an ageing society, Africa remains the most dynamic and youngest region in the world. This development can also have an economic impact and open up new investment opportunities. [2]

Goldman Sachs also comments in the article with similar figures, according to which the global population is expected to increase by around 20% by 2050 and senior citizens will make up a disproportionate share. The number of people over the age of 65 is expected to double from 800 million to 1.6 billion during this period. [1]

In view of this demographic development, there are opportunities to benefit from precisely this trend. Opportunities lie in targeted investments in sectors that could benefit from the growing proportion of older people.

🚑 Healthcare: A growing market worth billions

Facts:

• In the USA, people over the age of 65 already account for 36% of healthcare expenditure, although they only make up 18% of the population. Age-related diseases such as cardiovascular disease, diabetes and neurological disorders are driving up costs. [1]
• Alzheimer's cases are even expected to double worldwide by 2050.

Possible profiteers:

Medical technology

• Medtronic ($MDT (+1,01 %) ) - (cardiac pacemakers, diabetes technology)
• Stryker ($SYK (+0,74 %) ) - (orthopaedic implants, surgical devices)
• Siemens Healthineers ($SHL (+1,04 %) ) - (imaging, diagnostics)

Pharmaceuticals

• Novo Nordisk ($NOVO B (-0,6 %) ) - (Diabetes & Obesity)
• Eli Lilly ($LLY (-0,78 %) ) - (Alzheimer's, Diabetes)
• Roche ($ROG (+0,32 %) ) - (Oncology, Diagnostics)

🏡 Senior Living & Care: Bottlenecks in nursing homes worldwide

Facts:

The UK has a shortfall of over 30,000 senior units by 2028. [1]

In Germany, France and Italy there is a shortage of nursing home places due to the ageing population. [1]

In the US, only 2% of people over 65 live in nursing homes, leading to an increasing demand for home care and telemedicine. [1]

Potential beneficiaries:

Care providers

• Brookdale Senior Living ($BKD (+0 %) ) - (senior living, care facilities)

Homecare

• ResMed ($RMD (-1,63 %) ) - (sleep apnea, ventilators)
• Fresenius Medical Care ($FME (-0,34 %) ) - (dialysis, home therapy)
• Coloplast ($COLO B (-0,63 %) ) - (stoma care, incontinence products)

Telemedicine

• Teladoc Health ($TDOC (-3,16 %) ) - (virtual doctor visits, digital health solutions)
• Hims & Hers ($HIMS (-1,34 %) ) - (telemedicine & e-health)

Anti-Aging

• L'Oréal ($OR (+0,35 %) ) - (skin care, cosmetics)
• Estee Lauder ($EL (+1,95 %) ) - (luxury cosmetics, skin rejuvenation)
• Revance Therapeutics ($RVNC ) - (Botox alternative, wrinkle treatment)

🚢 Leisure & consumption: The new "silver economy"

The following chart shows the distribution of wealth in Germany depending on the age of the main income earner. [4]

It is clear that older people tend to have higher wealth than younger age groups. This is reflected in the significantly higher values for the percentiles for age groups aged 50 and over. In particular, the groups aged between 50 and 74 have the highest assets.

The trends are also similar internationally:

• The wealth of older people is 3x that of millennials.
• Over-60s control more than 50% of consumer spending in many developed countries.
• The global silver economy could reach a volume of USD 15 trillion by 2030 (Oxford Economics).

This observation underlines the economic importance of the older generations and their central role in wealth distribution and consumer spending.

Possible beneficiaries:

Luxury

• LVMH ($MC (-0,32 %) ) - (fashion, jewelry, wine & spirits)
• Hermès ($RMS (+0,48 %) ) - (Exclusive Fashion & Accessories)
• Richemont ($CFR (+0,04 %) ) - (Swiss luxury watches & jewelry)

Cruise (Over 60s book a third of all cruises worldwide [1])

• Royal Caribbean ($RCL (+2,67 %) ) - (Cruises for seniors & families)
• Carnival ($CCL ) - (mass market cruises)
• Norwegian Cruise Line ($NCLH (+3,31 %) ) - (premium cruises)

Motorhome manufacturers/ recreational vehicles (47% of motorhome users are over 55 years old, In the UK, two thirds of over 55s have a motorcycle license, which may indicate a growing market for motorcycles and accessories. [1])

• Thor Industries ($THO (+0,65 %) ) - (motorhomes, campers)
• Winnebago ($WGO (+0,85 %) ) - (motorhomes & caravans)
• Harley-Davidson ($HOG (-1,15 %) ) - (motorcycles and entry-level electric motorcycles)

🤖 Technology & automation: solution to the labor shortage

Facts:

The labor shortage caused by an aging society is becoming a global challenge. Automation, AI and robotics could help close the skills gap. [1]

Profiteers:

• ABB ($ABBNY (+3,04 %) ) - (industrial robotics, automation)
• Fanuc ($6954 (+2,93 %) ) - (robotics, factory automation)
• Intuitive Surgical ($ISRG (-2,92 %) ) - (robot-assisted surgery)
• Siemens ($SIE (+1,07 %) )- (automation & also medical technology)

🧠 Conclusion:

Demographic change offers long-term investment opportunities. Early investment in the right sectors can benefit from rising spending on health, care, leisure and technology.

I myself am still looking for one or two individual investments and am a little annoyed that I didn't get into Hims & Hers earlier, although I have been on the verge of doing so several times. Apart from the luxury segment with LVMH, the portfolio also includes Siemens as a conglomerate in the field of automation.

Do you explicitly take demographic change into account in your investments, e.g. in the form of individual shares?

Which shares do you have in your portfolio or do you still see them as an opportunity?

Thanks for reading!

_________

Sources:

[1] https://www.goldmansachs.com/insights/articles/how-to-invest-as-the-global-population-ages

[2] https://www.bpb.de/kurz-knapp/zahlen-und-fakten/globalisierung/52811/demografischer-wandel/

[3] https://de.statista.com/statistik/daten/studie/1343516/umfrage/entwicklung-der-fertilitaetsrate-in-afrika/

[4]

https://www.iwd.de/artikel/mit-dem-alter-waechst-das-vermoegen-489710/

--𝐉𝐚𝐩𝐚𝐧𝐢𝐬𝐜𝐡𝐞 𝐑𝐨𝐛𝐨𝐭𝐞𝐫𝐡𝐞𝐫𝐬𝐭𝐞𝐥𝐥𝐞𝐫 𝐅𝐚𝐧𝐮𝐜 𝐰𝐢𝐥𝐥 𝐦𝐞𝐡𝐫 𝐌𝐚𝐫𝐤𝐭𝐚𝐧𝐭𝐞𝐢𝐥𝐞 𝐠𝐞𝐰𝐢𝐧𝐧𝐞𝐧--

The Japanese world market leader $6954 (+2,93 %) aims to achieve double-digit percentage growth in Europe. In doing so, the robot manufacturer is focusing above all on long-term guaranteed service. The robot builder is known for its customer focus, as was confirmed in the Corona pandemic when a beverage company from New Caledonia reported that an older robot was broken. Since it was not possible for a technician to travel to the site, the part was sent with special tools and video chat assistance was used to repair the robot. According to the manufacturer, each spare part is kept in stock for more than 25 years.

Do you find Fanuc $6954 (+2,93 %) a suitable investment? Post your opinion in the comments!👍

𝐐𝐮𝐞𝐥𝐥𝐞: https://bit.ly/3LtHYkV

𝐁𝐢𝐥𝐝: https://euroskills2021.com/euroskills-2021-mit-fanuc-technik/