CNH Industrial: Progress Is Clear, But The Upside Feels Capped

Core Insights - CNH is currently in a stronger structural position compared to previous downcycles, indicating a shift in management focus from merely achieving scale to a more strategic approach [1]. Group 1 - The management has noticeably shifted its strategy, emphasizing quality over quantity in operations [1]. - The company has a diverse financial analysis background, with experience across various sectors such as Auto, Industrials, and IT [1]. - The market capitalization of the listed IT company managed by the company is approximately USD 2.5 billion, showcasing its significant market presence [1].