KMTUF News and Press, Komatsu Ltd From 07/31/23

2023-07-31 11:39:08 ET Komatsu Ltd (KMTUY) FY 2023 Earnings Conference Call July 28, 2023, 02:00 AM ET Company Participants Takeshi Horikoshi - Senior Executive Officer, CFO Kiyoshi Hishinuma - Executive Officer and General Manager, Business Coordination Department ...

2023-06-21 23:18:57 ET Summary Komatsu faces near-term challenges due to weak demand in the construction and mining sectors, particularly in North America and Europe. Medium-term prospects are more optimistic, with infrastructure investments and growth in underground mining equipm...

2023-04-28 08:49:38 ET The following slide deck was published by Komatsu Ltd. in conjunction with their 2022 Q4 earnings call. For further details see: Komatsu Ltd. 2022 Q4 - Results - Earnings Call Presentation

2023-03-24 04:32:18 ET Summary Disco is the market leader in slicing and dicing machines used in the preparation of semiconductors, with around 70% market share. It has a solid track record of sustained growth, high profitability, continued investment in R&D and development of...

Summary Komatsu is a blue-chip cyclical, but recent trading has highlighted a slowdown in demand. FX translation risk is becoming a major headwind into FY3/2024, given the strengthening Japanese yen. The shares look relatively undervalued versus market leader Caterpillar, but we rat...

Komatsu Ltd (KMTUY) Q3 2022 Earnings Conference Call January 31, 2023, 09:00 ET Company Participants Takeshi Horikoshi - Senior Executive Officer, CFO & Director Masatoshi Morishita - Senior Executive Officer & GM, Business Coordination Department Conference ...

Summary Komatsu has been handily beating expectations, and recently raised guidance by a meaningful amount, but the share price reaction has been muted. Management expects demand to flatten in most of its major markets, suggesting a near-term peak in the construction business, whi...

Komatsu defies the odds with a surprisingly strong quarter, outperforming its peers in the Japanese machinery space. Despite the strong beat, its guidance was maintained, paving the way for future beats and raises. With the valuation also reasonable, Komatsu stock offers investors...

Komatsu Ltd. (KMTUY) Q1 2022 Results Conference Call July 29, 2022 02:00 AM ET Company Participants Masatoshi Morishita - Director, CTO Takeshi Horikoshi - CFO Conference Call Participants Hirokazu Miyagi - Mizuho Securities Kentaro Maekawa - Nomura S...

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...