$MORN (+0,53%)

Morningstar is more than just stars and numbers - it is a data-driven platform that influences investment decisions worldwide.

Morningstar is known to almost every stock market player, but surprisingly the share still flies largely under the radar. This is probably partly due to the fact that, despite a market capitalization of USD 9.95 billion, the company is not part of the S&P 500 or any other index

The pillars of success

The growth extends across almost all business areas. Morningstar Direct recorded a 6.2 % increase in turnover to USD 209.2 million and the operating result improved by 10.3 % to USD 96.3 million - the margins are extraordinarily high.

If the bears' AI thesis is correct, this segment should actually suffer the most.

Pitchbook once again lived up to its reputation as a growth driver and achieved a 9.8 % increase in sales to USD 166.5 million and an 11.6 % jump in profits to USD 52.8 million.

Morningstar Credit was only just behind with a 9.5 % increase in turnover to USD 85 million, while operating profit improved by 9.3 % to USD 30.5 million. Morningstar Wealth grew by 2.7 % to USD 64.3 million, with organic growth of 7.2 %.

The operating result improved from USD -2.2 million to USD +3.0 million.

The only problem child in the Group is the smallest division. Morningstar Retirement recorded a 2.7 % drop in sales to USD 32.4 million and an 11 % decline in the operating result to USD 15.4 million.

Despite the relatively low growth rates, Morningstar succeeded in increasing its profit significantly.

This is primarily due to continued cost discipline and falling interest costs.

Operating levers

While Morningstar's sales increased by 5.8 % to USD 605.1 million, operating costs rose by only 3.8 % to USD 480.8 million. This in turn led to a 15.3% increase in the operating result to USD 125.1 million.

Furthermore, interest costs fell from USD 10.3 million to USD 7.4 million.

No significant business problems are discernible, even if the share price performance suggests otherwise.

Morningstar has therefore decided to buy back its own shares at a significant pace.

Over the course of the year, the company canceled 766,641 shares, reducing the number of outstanding shares from 42.9 to 42.2 million.

In total, all these factors led to an increase in earnings (non-GAAP) of 19.4%, and an increase of 30.6% according to GAAP.

According to current consensus estimates, earnings are expected to rise by 15% to USD 9.10 per share this year.

Morningstar thus arrives at a forward P/E of 25.9, which is appropriate in view of the current growth rates and the characteristics of the business model. The long-term average P/E is 39.9 and almost always above 30.

Morningstar share: Chart from 24.09.2025, price: USD 235.87 - symbol: MORN | Source: TWS

From a technical perspective, the share has returned to an interesting area. At USD 232, 222 and 212 there are three central Unterstützungen. Furthermore, several long-term upward trends offer additional support here.

It is quite possible that the share could form its final low in this area. If it manages to rise above USD 251, a procyclical upward trend Kaufsignal with possible price targets at USD 270 and USD 282 - 290.

From the bulls' point of view, the share should not fall below USD 212.

https://www.lynxbroker.de/boerse/boerse-kurse/aktien/morningstar-aktie/morningstar-analyse/?a=3355991664&utm_medium=email&utm_source=newsletter&utm_campaign=newsletter-boersenblick&newsletter=true&mc-rss-cache-bypass=2025092506&goal=0_d93daae099-bd59ac46a7-410756260#morningstar-das-erste-mal-seit-jahren-gunstig

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

Extended analysis of the value chain including shovel manufacturers and potential hidden champions

New categorySecondary key sectors (sales, marketing, financing)

In additionTop 25 companies worldwide, as well as Top 10 Europe and Top 10 Asia

I have also added a video link for beginners. This will give you an idea of how far the development of humanoid robotics has already progressed.

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

Thank you for your attention and your support 🙏

🌐 1. value chain of humanoid robots (with hidden champions)

1. research & chip design

$ARM (+1,87%) ARM (UK) - CPU-IP, energy-efficient processors

$SNPS (+2,1%) Synopsys (US) - EDA software, chip design

$CDNS (+2,6%) Cadence (US) - EDA & Simulation

$PTC PTC (US) - Engineering Software, CAD/PLM

$DSY (-3,76%) Dassault Systèmes (FR) - 3D Design & Digital Twin

$SIE (+1,06%) Siemens (DE) - Industrial Software & Lifecycle Mgmt

$ADBE (-0,07%) Adobe (US) - Design, AR/UX

ANSYS (US) - multiphysical simulation - acquisition by Synopsis

Altair (US) - CAE, simulation, digital twin - acquisition by Siemens

$HXGBY (+6,28%)
Hexagon (SE) - Metrology & Simulation

$AWE (-0,24%) Alphawave IP Group (UK) - High-speed chip IP for AI/robotics

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

2. manufacturing technology & equipment

$ASML (-0,02%) ASML (NL) - Lithography (EUV)

$AMAT (+1,63%) Applied Materials (US) - Semiconductor equipment

$8035 (+0,69%) Tokyo Electron (JP) - wafer fabrication

$KEYS (+1,6%) Keysight Technologies (US) - Metrology

$6857 (+2,14%) Advantest (JP) - Chip test systems

$TER (-0,28%) Teradyne (US) - test systems + cobots

$6954 (+1,06%) Fanuc (JP) - Industrial robots, CNC

$CAT (+0,5%) Caterpillar (US) - autonomous machines

$KU2G KUKA (DE) - industrial robots

Comau (IT) - automation - not listed on the stock exchange

$ROK Rockwell Automation (US) - industrial automation

$JBL (+1,76%) Jabil (US) - contract manufacturing (EMS/ODM)

$KIT (+2,74%) Kitron (NO) - European EMS/ODM manufacturer

$AIXA (+1,18%) Aixtron (DE) - deposition equipment for compound semiconductors

$LRCX (+2,75%)
Lam Research (US) - Etch/deposition systems

$MKSI (+1,53%)
MKS Instruments (US) - Plasma/vacuum technology

$ASM (+1,76%)
ASM International (NL) - Deposition systems

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

3. chip manufacturing (foundries)

$TSM (+1,4%) TSMC (TW) - leading foundry

$SMSN Samsung Electronics (KR) - foundry + memory

$GFS (+1,19%) GlobalFoundries (US) - specialty chips

$INTC (-7,3%)
Intel Foundry Services (US) - new western foundry player

$981
SMIC (CN) - largest Chinese foundry

$UMC
UMC (TW) - Power/RF/Embedded chips

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

4. computing & control unit ("brain")

$NVDA (+2,31%) Nvidia (US) - GPUs, AI chips

$INTC (-7,3%) Intel (US) - CPUs, FPGAs

$AMD (+6,32%) AMD (US) - CPUs, GPUs

$MRVL (+4,17%) Marvell (US) - Network Chips

$MU (+5,61%) Micron (US) - Memory

$DELL (+2,26%) Dell Technologies (US) - Edge & Infrastructure

Graphcore (UK) - AI chips (IPU) - not a listed company

Cerebras (US) - Wafer-scale engine - not a listed company

SiPearl (FR) - European HPC chip - not a listed company

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

5. sensors ("senses")

$6758 (-1,01%) Sony (JP) - image sensors

$6861 (+0,72%) Keyence (JP) - Industrial sensors

$STM (-2,28%) STMicroelectronics (FR/IT) - Sensors, MCUs

$TDY Teledyne (US) - optical/infrared sensors

$CGNX (+0,65%) Cognex (US) - Machine Vision

$HON (-2,23%) Honeywell (US) - sensor technology, security

ANYbotics (CH) - autonomous sensor fusion - not a listed company

$AMBA (+2,55%) Ambarella (US) - video & computer vision SoCs for real-time image recognition

$OUST
Velodyne Lidar (US) - Lidar sensors - acquisition by Ouster

$AMS (+0,24%)
OSRAM (AT/DE) - optical sensors

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

6. actuators & power electronics ("muscles")

$IFX (-0,02%) Infineon (DE) - Power Electronics

$ON (-2,29%) onsemi (US) - Power & Sensors

$TXN (-1,56%) Texas Instruments (US) - Mixed-Signal Chips

$ADI (-1,19%) Analog Devices (US) - Signal Processing

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

$MP (+3,04%) MP Materials (US) - Magnets

$APH (-0,89%) Amphenol (US) - Connectors

$6481 (+1,64%) THK (JP) - Linear guides & actuators

$6324 (+3,78%)
Harmonic Drive (JP) - Precision gears & servo drives for robotics

$6594 (+3,38%)
Nidec (JP) - Electric motors

$6506 (+1,66%)
Yaskawa (JP) - Drives & Robotics

$SU (+1,65%)
Schneider Electric (FR) - Energy & control solutions

$ZIL2 (-1,56%)
ElringKlinger (DE) - Battery & fuel cell technology, lightweight construction

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

7. communication & networking ("nerves")

$QCOM (-0,49%) Qualcomm (US) - mobile communications, edge AI

$ANET (-0,02%) Arista Networks (US) - Networks

$CSCO (+0,2%) Cisco (US) - Networks, Security

$EQIX (+0,56%) Equinix (US) - Data centers

NTT Docomo (JP) - 5G/6G carrier - not a listed company

$VZ Verizon (US) - Telecommunications

$SFTBY SoftBank (JP) - Carrier + Robotics

$ERIC B (-0,5%)
Ericsson (SE) - 5G/IoT infrastructure

$NOKIA (+1,13%)
Nokia (FI) - 5G/6G for industry

$HPE (+0,85%)
Juniper Networks (US) - Network technology - acquisition by HP

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

8. energy supply

$3750 (+2,68%) CATL (CN) - Batteries

$6752 (+1,71%) Panasonic (JP) - Batteries

$373220 LG Energy (KR) - Batteries

$ALB (+8,64%) Albemarle (US) - Lithium

$LYC (+0,33%) Lynas (AU) - Rare earths

$UMICY (-1,44%) Umicore (BE) - recycling

WiTricity (US) - inductive charging - not a listed company

$ABBN (+0,44%) Charging (CH) - charging infrastructure

$SLDP
Solid Power (US) - Solid state batteries

Northvolt (SE) - European batteries - not a listed company

$PLUG
Plug Power (US) - fuel cells

$KULR (+2,82%)
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 (+1,56%) Amazon AWS (US) - Cloud, AI

$MSFT (+0,63%) Microsoft Azure (US) - Cloud, AI

$GOOG (+1,83%) Alphabet Google Cloud (US) - Cloud, ML

$VRT
Vertiv Holdings (US) - Data center infrastructure (UPS, cooling, edge)

$ORCL (+1,12%)
Oracle Cloud (US) - ERP + Cloud

$IBM (+8,06%)
IBM Cloud (US) - Hybrid cloud + AI

$OVH (+0,92%)
OVHcloud (FR) - European cloud

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

10. software & data platforms

$PLTR (+2,29%) Palantir (US) - Data integration

$DDOG (-0,63%) Datadog (US) - Monitoring

$SNOW (+2,02%) Snowflake (US) - Data Cloud

$ORCL (+1,12%) Oracle (US) - Databases, ERP

$SAP (-3,22%) SAP (DE) - ERP systems

$SPGI S&P Global (US) - financial/market data

ROS2 Foundation - robotics middleware - not listed on the stock exchange

$NVDA (+2,31%) NVIDIA Isaac (US) - robotics development - part of Nvidia

$INOD (+2,8%) Innodata (US) - data annotation & AI training data

$PATH (+6,86%)
UiPath (RO/US) - Robotic process automation

$AI (-0,32%)
C3.ai (US) - AI platform

$ESTC (+0,93%)
(NL/US) - Search & data analysis

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

11. end applications / robots

$ABBN (+0,44%) ABB (CH/SE) - Industrial Robots

$6954 (+1,06%) Fanuc (JP) - Industrial robots

$TSLA (-3,07%) Tesla Optimus (US) - humanoid robot

$9618 (-0,02%) JD.com (CN) - logistics robot

$AAPL (+1,23%) Apple (US) - Platform & UX

$700 (+0,67%) Tencent (CN) - Platform & AI

$9988 (+1,45%) Alibaba (CN) - logistics & platform

PAL Robotics (ES) - humanoid robots - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

$TER (-0,28%) Universal Robots (DK) - cobots - belongs to the Teradyne Corporation

Engineered Arts (UK) - humanoid robots - not a listed company

$ISRG (-1,06%) Intuitive Surgical (US) - surgical robotics

$GMED (-0,93%)
Globus Medical (US) - surgical robotics (ExcelsiusGPS platform)

$7012 (+4,77%) Kawasaki Heavy Industries (JP) - industrial robots, automation

$CPNG (+0,21%) Coupang (KR) - Logistics end user

$IRBT (+16,58%)
iRobot (US) - consumer robotics (e.g. Roomba), non-humanoid, but navigation/sensor fusion

Boston Dynamics (US) - humanoid & mobile robots-no listed company

Hanson Robotics (HK) - humanoid robots (Sophia) - not a listed company

Agility Robotics (US) - humanoid robot "Digit" - not a listed company

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

🛠 2. cross enablers (shovel manufacturers) - with hidden champions

Raw materials & battery materials

Albemarle - Lynas - Umicore

$SQM
SQM (CL) - Lithium

$ILU (-1,21%)
Iluka Resources (AU) - Rare earths

$ARR (-6,93%)
American Rare Earths (US/AU) - New supply chains

my number 1 in the sector is Albemarle

manufacturing technology

ASML - Applied Materials - Tokyo Electron

$LRCX (+2,75%)
Lam Research (US) - Plasma/etching processes

$ASM (+1,76%)
ASM International (NL) - ALD equipment

$MKSI (+1,53%)
MKS Instruments (US) - Plasma/vacuum technology

my number 1 in the sector is ASML

Quality assurance

Keysight - Advantest - Teradyne

$EMR (-0,44%)
National Instruments (US) - Measurement technology - from Emerson Electric adopted

$300567
ATE Test Systems (CN) - test systems

$FORM (+1,63%)
FormFactor (US) - Wafer probing

my number 1 in the sector is Keysight

Motion & Drive

Parker-Hannifin

Festo (DE) - Pneumatics, Soft Robotics - not a listed company

Bosch Rexroth (DE) - Drives, Controls - not a listed company

$6481 (+1,64%)
THK (JP) - Linear guides

my number 1 in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (-0,6%) Basler (DE) - Industrial cameras

FLIR (US) - Thermal imaging sensors - acquisition by Teledyne

ISRA Vision (DE) - Machine Vision - not a listed company

my number 1 in the sector is Teledyne

Magnets & Materials

MP Materials

$6501 (-0,16%)
Hitachi Metals (JP) - Magnetic materials

VacuumSchmelze (DE) - Magnetic materials - not a listed company

$4063 (-0,86%)
Shin-Etsu Chemical (JP) - Specialty materials

my number 1 in the sector is MP Materials

Chip Design & Simulation

Synopsys - Cadence - ARM

$SIE (+1,06%)
Siemens EDA (DE/US)-Mentor Graphics-strategic business unit of Siemens AG

Imagination Tech (UK) - GPU-IP - not a listed company

$CEVA (+2,97%)
CEVA (IL) - Signal Processor IP

my number 1 in the sector is Synopsys

Engineering & Lifecycle

PTC - Dassault - Siemens

Altair (US) - Simulation - no longer a listed company

$HXGBY (+6,28%)
Hexagon (SE) - Metrology

$SNPS (+2,1%)
ANSYS (US) - Simulation - takeover by Synopsys

my number 1 in the sector is Siemens

Networks & Data Centers

Arista - Cisco - Equinix

$HPE (+0,85%)
Juniper (US) - Networks - Acquisition of HPE

$DTE (-1,36%)
T-Systems (DE) - Industry cloud

$OVH (+0,92%)
OVHcloud (FR) - European cloud

my number 1 in the sector is Arista

Cloud infrastructure

AWS - Azure - Google Cloud

$ORCL (+1,12%)
Oracle Cloud (US) - ERP & databases

$IBM (+8,06%)
IBM Cloud (US) - Hybrid Cloud

$9988 (+1,45%)
Alibaba Cloud (CN) - Asian Cloud

$VRT
Vertiv Holdings (US) - Cloud/Infra

my number 1 in the sector is Alphabet (Google)

finance/information infra

S&P Global

$MCO (+2,02%)
Moody's (US) - Ratings

$MSCI (+0,6%)
MSCI (US) - Indices

$MORN (+0,53%)
Morningstar (US) - Investment Research

my number 1 in the sector is S&P Global

Creative/Experience Infra

Adobe

$ADSK (+0,82%)
Autodesk (US) - CAD & Design

$U
Unity (US) - 3D/AR simulation

Epic Games (US) - Unreal Engine - not a listed company

my number 1 in the sector is Adobe

Platform & Ecosystem

Apple - Tencent - Alibaba

$META (+0,46%)
Meta (US) - AR/VR, Social Robotics

ByteDance (CN) - AI & platforms - not a listed company

$9888 (+1,67%)
Baidu (CN) - AI & Cloud

my number 1 in the sector is Tencent

Infrastructure/Edge

Dell

$HPE (+0,85%)
HPE (US) - Edge Computing

$SMCI
Supermicro (US) - AI servers

$6702 (+0,18%)
Fujitsu (JP) - Edge & HPC

my number 1 in the sector is Dell

storage solutions

Micron

$HY9H
SK Hynix (KR) - Memory

$285A (+24,71%)
Kioxia (JP) - NAND

$WDC
Western Digital (US) - Storage solutions

my number 1 in the sector is Micron

🏛 3. secondary key sectors with hidden champions

Financing & Capital

$GS (+4,07%) Goldman Sachs (US) - investment bank; ECM/DCM, M&A, growth financing

$MS Morgan Stanley (US) - investment bank; tech banking, capital markets

$BLK (+0,33%) BlackRock (US) - asset manager; capital allocation, ETFs/index funds

$9984 (+4,85%) SoftBank Vision Fund (JP) - mega VC; growth equity in robotics/AI

Sequoia Capital (US) - venture capital; early/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) - state industry/technology fund

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

DCVC (US) - Robotics & AI focus - investing exclusively via VC fund investments

Speedinvest (AT) - EU VC for robotics - access to investment only via fund investments

my number 1 in the sector is Softbank

Maintenance & Service

$SIE (+1,06%) Siemens (DE) - Industrial Service, Lifecycle & Retrofit

$ABBN (+0,44%) ABB (CH/SE) - Robotics Service, Spare Parts, Field Support

$GEHC (+1,55%) GE Healthcare (US) - Medtech service incl. robotic systems

Uptake (US) - AI-based predictive maintenance - not a listed company

Augury (US/IL) - condition monitoring, condition diagnostics - not a listed company

$KU2 KUKA Service (DE) - Robotics maintenance

$6954 (+1,06%) Fanuc Service (JP) - global service network

Boston Dynamics AI Institute (US) - Robotics longevity - funded by Hyundai Motor Group

my number 1 in the sector is Siemens

Marketing & Advertising

$WPP (+0,24%) WPP (UK) - global advertising group; branding/communications

$OMC Omnicom (US) - marketing/PR network

$PUB (-1,75%) Publicis (FR) - communications/advertising group

$META (+0,46%) Meta (US) - Digital Ads (Facebook/Instagram)

$GOOG (+1,83%) Google Ads (US) - search & display advertising

TikTok / ByteDance (CN) - social ads & distribution - not a listed company

$AAPL (+1,23%) Apple (US) - Branding/UX; Acceptance & Platform Marketing

$WPP (+0,24%)
AKQA (UK/US) - Tech branding - Since 2012 majority owned by the WPP Groupbut continues to operate as an autonomous operating unit

R/GA (US) - Innovation marketing - not a listed company

Serviceplan (DE) - largest independent EU agency - not a listed company

my number 1 in the sector is Meta

Law, Regulation & Ethics

ISO (CH) - international standards, robotics standards

TÜV (DE) - certification & safety tests

UL (US) - safety/conformity testing

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

UNESCO AI Ethics (UN) - global ethics guidelines

Fraunhofer IPA (DE) - Robotics safety standards

ANSI (US) - standards

IEC (CH) - Electrical engineering standards

Training & 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) - humanoid robot "Roboy"

🌍 Top 25 companies for humanoid robotics

These companies are central to the development & production of humanoid robotsbecause without them, crucial parts of the chain would be missing:

Chips & computing power (brain of the robots)

$NVDA (+2,31%) Nvidia (US) - AI GPUs & Isaac platform, foundation for robotic AI

$2330 TSMC (TW) - world's most important foundry, produces the AI chips

$ASML (-0,02%) ASML (NL) - EUV lithography, indispensable for chip production

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

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

$MU (+5,61%) Micron (US) - Memory solutions for AI workloads

my number 1 in the sector is ASML

Sensors & perception (senses of robots)

$SONY Sony (JP) - image sensors, market leader

$6861 (+0,72%) Keyence (JP) - Industrial sensors & vision systems

$CGNX (+0,65%) Cognex (US) - Machine Vision, precise image processing

my number 1 in the sector is Keyence

Actuators & motion (muscles of robots)

$IFX (-0,02%) Infineon (DE) - power electronics, motor control

$6594 (+3,38%) Nidec (JP) - World market leader for electric motors

$PH Parker-Hannifin (US) - hydraulics/pneumatics, motion technology

$6481 (+1,64%) THK (JP) - Linear guides & actuators

my number 1 in the sector is Parker-Hannifin

Communication, cloud & infrastructure (nerves & data flow)

$QCOM (-0,49%) Qualcomm (US) - Mobile & Edge Chips

$AMZN (+1,56%) Amazon AWS (US) - Cloud & AI infrastructure

$MSFT (+0,63%) Microsoft Azure (US) - Cloud, AI services

$CSCO (+0,2%) Cisco (US) - Networks & Security

$VRT Vertiv Holdings (US) - Data Center Infrastructure

my number 1 in the sector is Microsoft

End Applications & Platforms (robots themselves)

$TSLA (-3,07%) Tesla (US) - humanoid robot Optimus

$ABBN (+0,44%) ABB (CH/SE) - Robotics & Automation

$6954 (+1,06%) Fanuc (JP) - industrial robots & CNC systems

$7012 (+4,77%) Kawasaki Heavy Industries (JP) - industrial robots

PAL Robotics (ES) - humanoid robots (TALOS, ARI, TIAGo) - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

Universal Robots (DK) - cobots

my number 1 in the sector is Tesla

🇪🇺 Top 10 European key companies for humanoid robotics

$ASML (-0,02%)
ASML (NL)

World market leader in EUV lithography - no modern chips for AI & robotics without ASML.

$IFX (-0,02%) Infineon (DE)

Leading in power electronics & motor control - crucial for actuators of humanoid robots.

$STM (-2,28%)
STMicroelectronics (FR/IT)

Sensors, microcontrollers & power chips - the basis for control & perception.

$SAP (-3,22%)
SAP (DE)

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

$SIE (+1,06%)
Siemens (DE)

Industrial software, automation, digital twin - key for engineering & lifecycle management.

$KU2 KUKA (EN)

Robotics pioneer, industrial robots & automation - know-how for humanoid motion mechanics.

PAL Robotics (ES) - not a listed company

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

Neura Robotics (DE) - Not a listed company

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

Universal Robots (DK) - Not a listed company

Market leader for cobots - platform for safe human-robot collaboration.

Engineered Arts (UK) - not a listed company

Develops humanoid robots such as Amecaknown for realistic facial expressions & gestures - important for HRI (Human-Robot Interaction)

🌏 Top 10 Asian key companies for humanoid robotics

$2330
TSMC (Taiwan)

World's largest semiconductor foundry, produces high-end chips (e.g. Nvidia, AMD, Apple) - no AI hardware without TSMC.

$005930
Samsung Electronics (South Korea)

Foundry, memory, logic chips, image sensors - extremely broadly positioned in robotics components.

$HY9H
SK Hynix (KR) - Memory

$SONY
Sony (Japan)

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

$6861 (+0,72%)
Keyence (Japan)

Sensor technology & machine vision for industrial automation, widely used in robotics.

$6954 (+1,06%)
Fanuc (Japan)

Industrial robots & CNC systems, one of the most important manufacturers of robotics hardware worldwide.

$6506 (+1,66%)
Yaskawa Electric (Japan)

Drives, motion control & robot arms - relevant for humanoid motion control.

$6594 (+3,38%)
Nidec (Japan)

World market leader for electric motors (from mini motors to high-performance drives).

$7012 (+4,77%)
Kawasaki Heavy Industries (JP) - Industrial robots

$9618 (-0,02%)
JD.com (China)

Driver for robotics in e-commerce & logistics, invests in humanoid robotics applications

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗶𝗲 𝗺𝗼𝗯𝗶𝗹𝗲 𝗭𝘂𝗸𝘂𝗻𝗳𝘁 / 𝗗𝗮𝘀 𝗻𝗲𝘂𝗲 𝗠𝗲𝘁𝗮𝘃𝗲𝗿𝘀𝘂𝗺 / 𝗗𝘂𝗿𝗰𝗵 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝘄𝗶𝗿𝗱 𝗻𝗶𝗰𝗵𝘁 𝗻𝘂𝗿 𝗔𝗻𝗹𝗲𝗴𝗲𝗿𝗻 𝘄𝗮𝗿𝗺 𝘂𝗺𝘀 𝗛𝗲𝗿𝘇

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, AZZ Inc. ($AI7 (-2,59%)), Rothschild & Co SCA ($13F), Horizon Technology Finance Corporation ($HRZN), Civista Bancshares Inc ($CIVB (+3,83%)) and Morningstar Inc ($MRS (+0,53%)) are trading ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, CLP Holdings ($CLPHY), Philips N.V. ($PHI1 (-0,44%)), Sandvik AB ($SDVKY), Severstal ($RTS2), State Street Corp. ($ZYA (+1,26%)) and Zions Bancorporation ($ZB1 (+2,51%)) presented their figures.

𝗜𝗣𝗢𝘀 🔔

GitLab - The code-sharing company whose software competes with Microsoft's ($MSF (+0,63%)) GitHub, had a very successful IPO last Thursday. In total, the company was able to raise $650 million for its IPO. After this very big success, the share price rose by a whopping 35% in a very short time. After a starting price of 77 US dollars per share, the price at the close of trading was 103.89 US dollars per share. As a result, the value of the company rose from the original 11 billion US dollars to 14.9 billion US dollars in a single day.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

eFuels - A mix of technologies will most likely be used for the future of energy sources, including hydrogen but also synthetic fuels. There are already German companies dedicated to the extraction of eFuels. Sunfire is involved in a project in Norway and Porsche ($POAHY (+0,58%)) is working together with Siemens ($SIE (+1,06%)) in Chile on a production plant that is expected to produce 550 million liters of fuel per year.

The key obstacle to synthetic fuels is the amount of energy required, which thereby also increases the price of eFuel and makes it uncompetitive. However, in regions with strong winds or long hours of sunshine, things may be different. The clear advantages of these fuels are the use of an existing infrastructure and the storage capability. This makes eFuels useful as an additional energy source, even in the long term.

Facebook ($FB2A (+0,46%)) - The Group wants to build a "metaverse" with the help of 10,000 highly skilled jobs to be created in Europe over the next 5 years. This virtual world sees itself as a fusion of augmented and virtual reality with physical reality. This "metaverse" is not intended to have an owner or proprietor, but to be openly accessible and usable, similar to the Internet.

The situation surrounding Facebook is delicate; in the USA and in the European Union, further regulations and even a split-up of the group are being discussed.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

MintGreen - The Canadian crypto mining company, which aims to mine cryptocurrencies under environmentally friendly and sustainable conditions, plans to provide heat to more than 100 residential and commercial buildings in the coming year. This will affect approximately 155,000 residents in the northern part of the city of Vancouver, according to the company's statements. Furthermore, the company stated that it is possible to recover over 96% of the electricity required for mining in the form of thermal energy. With this technical solution, it would be possible to prevent 20,000 tons of greenhouse gases per megawatt from being emitted into the atmosphere.