Friday, May 24, 2013

NRB bearings - Key Questions


  • Why demerger, created value?
  • Source of technology? Timken relationship? Why did they break off?
  • Management depth?
  • Tech edge compared to SKF, FAG, TIMKEN
  • Why did NKB thru ABC not deliver?
  • Thai sub - delivery vs promise?
  • Financials - why higher working capital?

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