Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Escorts Kubota (ESCORTS IN) | Alarming Allegations by Dealers

Escorts Kubota Limited (ESCORTS IN) | Market Share Gains Priced In

Escorts Kubota (ESCORTS IN) | Costly Market Share Gains & AR Concerns

Equity Bottom-Up

<ul>
<li>Kubota was a key beneficiary of stay-at-home demand in the US over the past two years </li>
<li>The pull-forward in demand is now normalising, while the macro environment has also turned more difficult  </li>
<li>We think Kubota will miss full year analyst numbers and expect the stock to trade lower to 1.2x book </li>
</ul>


Kubota was a key beneficiary of stay-at-home demand in the US over the past two years 
The pull-forward in demand is now normalising, while the macro environment has also turned more difficult  
We think Kubota will miss full year analyst numbers and expect the stock to trade lower to 1.2x book 


Kubota (6326) | Small Tractors...big Problem

Kubota Corp

Kubota (6326) | Small Tractors...big Problem