Komatsu, HCM, CAT: The Stock Punishment Does Not Match the Outlook Deterioration Crime
We have been struck by the degree of underperformance of the construction machinery names despite strong earnings performance. While the cyclical...
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Komatsu: Profitability Improvement at KCM Spurs Blowout Numbers, Continue to Favour Komatsu Over HCM
Komatsu reported extremely strong 2Q numbers - revenue of ÂĄ672bn (4.7% above consensus) and OP of ÂĄ104bn (17.7% above consensus) thanks in large...
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Komatsu (6301 JP): Joy Global Acquisition and Growth in Major Markets Helps
Komatsu Started FY2019 with Impressive Results Komatsu’s revenue rose significantly by 15% YoY to JPY646bn in 1QFY19 mostly driven by the...
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JAPAN PASSIVE:Â Who Owns What?
The insight JAPAN PASSIVE: BOJ Heading For Trouble with Nikkei 225 of a few days ago was a piece about the BOJ's impact on the Nikkei 225. The BOJ...
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