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Posted by
Two Blokes Jul 17 -
Filed in
Stock
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Kubota Corporation is a fundamentally solid Japanese machinery company trading at a significant discount, now below 10x P/E, offering a compelling valuation opportunity. Despite near-term earnings pressure and weak growth until at least 2027, Kubota's strong balance sheet, A-rated credit, and stable dividend make it attractive. Peer comparison shows Kubota is cheaper and offers a better yield than Caterpillar, Deere, and Cummins, with a growing water segment as an added bonus.
