Toyota: It's Surprising How Much OP Can Grow When You Don't Kitchen Sink
Toyota reported healthy results in comparison to peers. In particular we would highlight that consensus has been behind the curve on margins. We...
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April 2018 US Automotive Sales: Passenger Car Is Seeing a “Global Financial Crisis” Selling Rate
US SAAR for April 2018 came in at 17.17 mil vs. 17.04 million for April 2017 and 17.48 million for March 2018Most brands continued with their March...
215 Views
Mazda: EU CO2 Non-Compliance and Extreme US Focused Surprised
FY17 Full Year results missed the company guidanceFY17 operating profit came in at 146 Billion Yen compared to a company guidance of 150 Billion...
232 Views
Honda Motor: FY18 Dominated by the Asian Region and Its Motorcycle Segment
Please stop asking questions regarding US operations.During the analyst meeting sell side Analysts were focused on their questions on the US and...
261 Views
Subaru: Fuel Economy Falsification Looks to Be a Non-Issue to Us
There is a Bloomberg headline saying falsification of data was found for 14,372 vehicles. This is an incorrect interpretation of the company's...
261 Views