Companies / 6324
TYOHarmonic Drive Systems Inc. (6324) in our theses
Harmonic Drive Systems Inc. appears in one of our theses. Below is why it entered the basket and how it has done since publication.
The Humanoid Race: Regardless of Who Wins, Precision Gear and Actuator Suppliers Win
Mass humanoid production plans for 2026 collide with tight precision reducer supply, driving orders to a handful of Japanese and Chinese suppliers.
Why this company: Global leader in strain wave gears (~two-thirds ex-China market share), default rotary joint supplier for Western humanoids with high operating leverage on order volumes.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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