Auto Earnings: Positive Toyota/Mazda, Negative Subaru/Suzuki
On a relative basis we have been positive on Toyota Motor (7203 JP) and negative on Subaru Corp (7270 JP) since early 2017 as we consider...
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US Auto Demand in January: 16.7m SAAR - Blame It on the Weather...And the Government Shutdown
January Light Vehicle SAAR came in at 16.7m units, down 4.8% sequentially and down 2.8% YoY. Much of the weakness have been anecdotally attributed...
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Kumho Tire (073240): Tough Times Ahead Still...
Weak car sales in China, Nissan's removal of Carlos Ghosn, Akebono Brake Industry share price plunge - facts that make everyone cringe at the sound...
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Tesla--The Struggle to Stay Afloat in 2019
Profit Warning for Q4 2018 and Q1 2019: Two Fridays ago, Elon Musk warned that Q4 profits came in lower than Q3's, despite an 8% QoQ rise in...
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Panasonic Is Bonding with Toyota- A JV Plan for 2020
It seems that Panasonic Corp (6752 JP) is planning for long term growth by concentrating on building its relationship with Toyota Motor (7203 JP)...
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