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Long/short equity, value, event-driven, research analyst

Kubota: Global Farm Equipment Maker Flies Under The Radar, Offers Investors Considerable Upside

Kubota Corporation (OTCMKTS:OTCPK:KUBTY) is a $17 billion Farm Equipment (75% of revenue) and Water & Environment (about 25% of revenue) company that was established over 120 years ago in Japan. The company has subsidiaries and affiliates that manufacture and market products which are sold in more than 130 countries. While Kubota has a very strong presence in the tractor and farm equipment markets in Japan, over 70% of the company's revenue in these markets is generated overseas and has been growing rapidly. Year over year revenue for this segment outside of Japan increased 31% in FY 2014, or ¥195 billion ($1.9bn), driven by tractor sales which accounted for ¥114 billion of the total (60%). This compares to the...

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