CNH Industrial: Solid Long-Term Prospects And Cheap Valuation

Jul. 27, 2022 2:06 AM ETCNH Industrial N.V. (CNHI)4 Comments
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Summary

  • Q2 results should benefit from a healthy order book, pricing actions, and improved productivity at facilities.
  • However, weakening grain prices should start showing impact later this year.
  • Longer-term outlook is good, with the company investing in inorganic and organic growth to improve its sales and margins in the long term.
  • Valuation is cheap.
silhouette form of bull on technical financial graph

monsitj

Investment Thesis

CNH Industrial’s (NYSE:CNHI) Q2 results should benefit from a healthy order book, pricing actions, improved productivity at facilities, and strong end markets. However, the second half of this year doesn’t look that good with headwinds in the form of uncertainty in the

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