EPOKY - Komatsu Leveraged To Improving Mining Demand But Long-Term Strategic Positioning Is Iffy

• Komatsu has been losing share in China and is increasingly seeing Chinese competitors taking away share in construction and mining markets across Southeast Asia, undermining some important profit centers.
• A leader in surface and soft rock mining equipment (coal especially), Komatsu is vulnerable to an ongoing shift toward hard rock mining.
• Komatsu is still going to enjoy an upturn in its construction and mining businesses, and that could take the shares to $30 or above, but it's a relatively risky trade.

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