EPOKY News and Press, Epiroc Aktiebolag ADR From 07/18/22

Atlas Copco is an outstanding company that rarely trades at a cheap price. Right now we believe shares are offering a rare opportunity to buy them at an attractive price. Atlas Copco has incredibly high and stable profit margins, with operating margins that have been averaging over 20...

Harding Loevner has been investing globally in high-quality, growing businesses based on disciplined industry research since 1989. Stock markets fell in the quarter, as the world watched in horror Russia’s invasion of Ukraine. While we are optimistic that China will maintai...

Komatsu has strung together several stronger-than-expected quarters, and end-market demand in construction and mining is improving outside of China, but the stock hasn't responded. There are still significant long-term strategic questions for Komatsu to address, but management has bee...

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Total return for Harding Loevner International Equity Fund net of fees was 5.43% vs. MSCI All Country World ex-US ...

Epiroc has seen strong order inflow as mining companies start catching up on years of deferred capex in response to strong metal prices. Strong positions in electrification, automation, and digitalization should drive Epiroc to above-average sales growth even after the major capex cyc...

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...

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. The current low-quality rally offers an opportunity to look back on the lessons from the last time the markets coo...

This is a bad time to have exposure to oil and gas capex, and fracking machinery in particular, as the vast majority of the North American fleet is idle and there’s really no demand for either new equipment or aftermarket parts. It’s not such a terrible time to be in the mining e...

Sooner or later, mining and cement companies are going to have to invest in upgraded technology to maintain profitability and compliance with increasingly stringent government requirements. Unfortunately for FLSmidth ( OTCPK:FLIDY ) ( FLS.CO ), it’s looking more and more like “...

I thought Epiroc ( EPOKY ) was in good shape for the downturn and offered a decent return for its superior quality back in late April, but I certainly did not expect the strong rally in the shares since then – close to 30% for the local shares and close to 45% for the ADRs – ...