bullish
Deep Dive: Komatsu (6301, KMTUY)
SUMMARY
- Industrials have been quite resilient this year. Their stocks prices have run up as sector earnings fared better-than-expected, and as investors have looked for safety under the cover of ‘real economy’ stocks during a year in which tech is down big.
- You may think that the train has left the station already with blue chip industrials like Caterpillar and Deere.
- They’re certainly trading near all time highs! But hold on. There is one train which hasn’t left yet, and that is Komatsu.
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