Komatsu, HCM and CAT Tactical Recovery Targets and Macro Pivot Support
We thought a technical view on these counters would help clarify where tactical rally targets come into play as well as more important macro...
629 Views
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...
821 Views
Komatsu: Profitability Improvement at KCM Spurs Blowout Numbers, Continue to Favour Komatsu Over HCM
Komatsu reported extremely strong 2Q numbers - revenue of Ā„672bn (4.7% above consensus) and OP of Ā„104bn (17.7% above consensus) thanks in large...
428 Views
Equity Asia Weekly Research - 3 Oct 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD termsā¦ NIKKEI/MXAP: Long...
539 Views
Komatsu (6301 JP): Joy Global Acquisition and Growth in Major Markets Helps
Komatsu Started FY2019 with Impressive Results Komatsuās revenue rose significantly by 15% YoY to JPY646bn in 1QFY19 mostly driven by the...
504 Views