Bibliographic Details
| Title: |
Fiat Industrial: Divide and Conquer. |
| Authors: |
Warburton, Max max.warburton@bernstein.com, Lang, Stefanie stefanie.lang@bernstein.com, Quettawala, Abbas Ali abbas.quettawala@bernstein.com |
| Source: |
Bernstein Black Book - The Best of Bernstein: Global Edition (Second-Quarter 2011). Oct2011, p137-142. 6p. 1 Diagram, 3 Charts, 3 Graphs. |
| Subject Terms: |
*Earnings forecasting, *Economic trends, *Prices, *Farm income |
| Company/Entity: |
Fiat Industrial SpA , CNH (Company) , Iveco Ltd. |
| Abstract: |
The article reports on the bright future of Fiat Industrial as of April 2011, due to its strong earnings power as a result of demerging and the continuing trend in favor of soft commodity prices and farm incomes. It states that CNH leads in the emerging markets for mechanized agriculture, while Iveco has exposure to the light commercial vehicle (LCV) and European heavy-truck markets. Fiat Industrial is reportedly seen as an excellent cyclical investment opportunity. |
| Database: |
Business Source Complete |
