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標題: 農業機械股 [打印本頁]

作者: kaka    時間: 2018-2-22 11:46     標題: 農業機械股


作者: kaka    時間: 2018-2-22 12:09

Deere & Company (John Deere) along with its subsidiaries, operates in three segments: agriculture and turf, construction and forestry and financial services. The John Deere agriculture and turf segment manufactures and distributes a line of agricultural and turf equipment and related service parts. John Deere construction, earthmoving, material handling and forestry equipment includes a broad range of backhoe loaders, crawler dozers and loaders, four-wheel-drive loaders, excavators, motor graders, articulated dump trucks, landscape loaders, skid-steer loaders, log skidders, log feller bunchers, log loaders, log forwarders, log harvesters and a range of attachments. The financial services segment primarily finances sales and leases by John Deere dealers of new and used agriculture and turf equipment and construction and forestry equipment. In May 2014, the Company announced that it has completed the sale of its irrigation operations.

作者: 蔚藍    時間: 2018-7-14 18:43

農機產業相對於農產品加工業較不穩定,ROE平均也較低,除了JOHN DEERE。
下圖為全球主要農業機械大廠:



久保田,見日股#49,kaka桑有分享。









Bucher Industries AG:
Bucher’s operations are geared towards fundamental human needs and have substantial worldwide growth and earnings potential. The Group’s divisions are focused on specialised agricultural machinery, municipal vehicles, hydraulic components, manufacturing equipment for the glass container industry, machinery and equipment for the production of wine, fruit juice and instant products, a Swiss distributorship for tractors and specialised agricultural machinery, as well as control systems for automation technology.







[ 本帖最後由 蔚藍 於 2018-7-14 18:51 編輯 ]
作者: mikeon88    時間: 2018-7-14 18:49

蔚藍桑很會找資料和做研究,不錯啊
作者: 蔚藍    時間: 2018-7-14 19:19



這得感謝Mikeon桑、Joe桑帶領大家前進美國、前進世界,
世界有這麼多好公司,令人大開眼界,好奇時會想查查資料,
有這麼多能好很久的公司,又能當其股東,真是幸運又感恩啊…
只可惜錢太少,哈哈~
作者: Curry    時間: 2018-7-15 16:27

蔚藍桑,讚喔!




歡迎光臨 巴菲特班 洪瑞泰 (Michael On) (http://mikeon88.freebbs.tw/) Powered by Discuz! 5.0.0