WinterGems: reminiscence no trades, analysis no deep dive
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1H update on Takeuchi
Takeuchi published its first half result: lower unit volume, higher operating margin, EPS up 33%, 4% Buyback announced
Oct 13
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@Govro12 WinterGems Stocks
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WinterGems: reminiscence no trades, analysis no deep dive
1H update on Takeuchi
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Takeuchi $6432 against Kubota - David is winning all the way to Goliath
We will analyze a hidden Japanese champion in the compact excavator and loader products and compare it with a much larger and well know Japanese…
Mar 1
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@Govro12 WinterGems Stocks
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WinterGems: reminiscence no trades, analysis no deep dive
Takeuchi $6432 against Kubota - David is winning all the way to Goliath
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Japanese Stocks Series Part I - Yamada Corp $6392 a pump manufacturer cash-rich low PE growing mid single digits
This is PART 1 of the Japanese Stock Series focused on Yamada Corp, a leading manufacturer of Air Operated Double Diaphragm pump
Dec 1, 2023
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@Govro12 WinterGems Stocks
16
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WinterGems: reminiscence no trades, analysis no deep dive
Japanese Stocks Series Part I - Yamada Corp $6392 a pump manufacturer cash-rich low PE growing mid single digits
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