For the first time at SOIC we are analysing a business from the agriculture segment: VST Tiller and Tractors. The business has many growth triggers coming in and it seems that the new management is aggressive towards achieving their new vision.
Through this blog we try to answer:
- Business Segments and Size of Opportunity
- Growth Triggers
- Competition Intensity
- Antithesis
- Valuation: Bull, Bear, and Base.
Blog Link
Hope you find value in this new sector coverage. :)