KMTUY News and Press, Komatsu Ltd ADR From 12/27/19

Komatsu ( KMTUY ) shares are up only a little from my last update , lagging many of its peers in construction and mining amid a more challenging outlook for both of those markets. The shares still look undervalued, but construction machinery demand growth isn't looking particularly strong i...

It’s hard for me to say that Weir Group ( OTCPK:WEGRY ) (WEIR.LN) has had a bad year when the shares are up more than 20%, but Weir hasn’t benefited as much from the mining rebound as hoped, and the company is getting hit again by weakness in its oil and gas business, leading i...

Quick Take Cloudera ( CLDR ) announced it has agreed to acquire Arcadia Data for an undisclosed amount. Arcadia Data provides cloud business intelligence and real-time data analytics software. CLDR is acquiring Arcadia to use its ArcEngine product to add machine learning capabilities t...

This is a tricky time in the cycle for heavy machinery manufacturers, and mining equipment manufacturer Epiroc ( OTCPK:EPOKY ) is no exception. Aftermarket demand remains healthy and service orders continue to rise, but original equipment demand is clearly fading from the year-ago recovery l...

Not unlike the situation at FLSmidth ( FLIDY ), investors seem to have fallen out of love with Komatsu ( KMTUY ), as they pull back from heavy machinery, and particularly those companies tied to the mining industry. It was getting harder and harder to justify Komatsu’s price on ...

I didn’t really like the prospects of FLSmidth ( FLIDY ) (FLS.KO) as a long-term hold back in September, but I didn’t expect a nearly one-third drop in the share price, nor the significant underperformance relative to other mining-exposed names like Epiroc ( EPOKY ), Metso ...

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Komatsu ( KMTUY ) (6301.T) has been lagging peers and rivals like Caterpillar ( CAT ) and Hitachi Construction Machinery ( HTCMY ) over the past couple of years, despite solid order trends at Komatsu, good initial results in its automation efforts, and further synergies to be gained from...

The following slide deck was published by Komatsu Ltd. ADR in conjunction with their 2018 Q1 earnings Read more ...

Even though many companies in the mining industry are saying the capex recovery is only just starting, and companies in the construction space still see more upside for equipment demand, the shares of major equipment manufacturers have been reflecting a very different assessment. Komatsu ( O...