TMI Snapshot: Machinery Sentiment Indicator At 8-Month High on China Infrastructure Push
TMI's Machinery Indicator has surged t
501 Views
Komatsu and HCM – Komtrax Suggests Recovery In Store
Komatsu and HCM offer slightly different views on regional recovery paths with Komatsu suggesting developed market demand could recovery earlier...
482 Views
Smartkarma Originals
A Potential Asian LBO Screening System
With a relatively full slate of large value takeovers in Developed Asia in the past year - often by parents but also by buyout funds - and the...
1.5k Views
Nippon Paint (4612) Vs Geely Auto (175): A Relative Value on Chinese Auto Sector
Nippon Paint Holdings (4612 JP)share price has run-up in the past 6 months ahead of its peers and customers such as Honda Motor (7267 JP) on the...
629 Views
Komatsu – Is the Company Starting to Lose Ground Vs. HCM?
Yesterday Komatsu came out with slightly weak earnings as revenue was down 10.2% YoY (5.1% below consensus) and OP was down 35% (16% below...
523 Views