Doosan Bobcat - Negative on the North American Housing Market Turning Downwards
We believe that the consensus earnings estimates of Doosan Bobcat Inc (241560 KS) are likely to revised down by 10-15% in the next 6-12 months,...
503 Views
Caterpillar (CAT) - Earnings Strength Suggests Cycle Peak Is Still a Few Quarters Away
CAT Results in 2QFY18 Exceed Impressive 1QFY18 Numbers In 2QFY18 Caterpillar recorded revenue of USD14bn (+24% YoY) and adjusted earnings per share...
433 Views
China Flips Investment Switch Back On...
The short China base metals/deep cyclicals stance since December has paid off, with copper slumping to a year low, but there are early signs that...
327 Views
Hitachi to Go with Full Supply Chain: Production-Customers-Second Hand Market in Europe
Strategic OverviewHitachi Construction Machinery (6305 JP) has announced their strategy to start a rental initiative in Europe, starting by...
122 Views
Can CAT’s Strong Start, Help to Achieve Revised FY18 Guidance?
Robust Volume Growth Underpins Strong 1Q ResultsCAT’s revenue was up by 31% YoY in 1Q18 to reach USD12.9bn, mainly due to robust growth in sales...
126 Views