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...
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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...
653 Views
Komatsu: Profitability Improvement at KCM Spurs Blowout Numbers, Continue to Favour Komatsu Over HCM
Komatsu reported extremely strong 2Q numbers - revenue of ¥672bn (4.7% above consensus) and OP of ¥104bn (17.7% above consensus) thanks in large...
317 Views
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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