Subaru's Bearish FY3/19 Guidance--Quick Look
Subaru announced FY3/18 results and FY3/19 guidance at 13:00 Japan time. Results were slightly below the company's target and consensus estimates,...
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Toyota Motors: FY17 Earnings Call: Cost Reduction Drive Brought Positive Surprise
FY17 full-year results were better than expected and FY18 guidance beat consensus.This is the first time ever in our career that Toyota delivered a...
265 Views
Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
384 Views
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...
249 Views
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