@userc818a6f2df6247c9 Is that the case? I don't know, I've never really looked into the share. Ownership of agricultural machinery in particular changes relatively frequently
@userc818a6f2df6247c9 I looked it up again. It only said something about the engine division, nothing about the agricultural machinery division. But Case NH and Steyr are completely identical anyway. Even the buttons are the same, just not the color
@userc818a6f2df6247c9 yes, interesting in any case. The competition with $DE and $ACCO is of course quite strong. The agricultural machinery sector in general is highly competitive. However, I would not invest in this sector at the moment. The boom years are over for now. Subsidies are declining and most farms are stocked up on machinery. I think the next peak phase will come in 6-8 years. When the companies have to invest.
I see it the same way. I'm a "sufferer" myself 😀 but the 6-8year.... I still have to think about it. At some point they, the farmers, will have to buy again... replace yes. But that would require another fat year or at least one. I find Deutz interesting.... because it's cyclical and they also build engines for other machines. John Deere is also broader like Acco..... now
