Auto Earnings: Positive Toyota/Mazda, Negative Subaru/Suzuki
On a relative basis we have been positive on Toyota Motor (7203 JP) Â and negative on Subaru Corp (7270 JP) Â since early 2017 as we consider...
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Aisin Takes a 50% Cut in OP This Quarter; A Downward Revision in FY03/19E Target
On Friday, Aisin Seiki (7259 JP) reported 3QFY03/19 results posting a slight decline in revenue by -0.5% YoY, below our estimates by -5.6%,...
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Denso Revises Earnings Guidance Downwards After a 22% YoY Decline in OP as of 3QFY03/19
Denso Corp (6902 JP) failed to deliver as strong growth in revenue during its 3QFY03/19, compared to the first two-quarters of FY03/19. Denso...
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Toyota Suppliers 1H Analysis: Decline in 1H Earnings for Most Except Aisin
On Wednesday last week, most of the Toyota group companies released their earnings results for 1HFY03/19. We have analysed Denso Corp (6902 JP) and...
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Minebea Mitsumi Launches Offer for U-SHIN
Auto parts, electronics, and bearing specialist Minebea Mitsumi Co Ltd (6479 JP) today announced a Tender Offer to buy out U Shin Ltd (6985 JP). U...
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