Toyota Motor's Bad Q1 Is a Buying Opportunity
Toyota Motor announces quarterly results today. Expectations are super low. We expect dip buying even if results undershoot estimates & recommend...
459 Views
EVA Precision 838 HK: Play on EV Market Growth
Eva Precision Industrial Holdings (838 HK) is a supplier of office and automotive equipment (seat/battery frames and molds), trading at 8.1x PE...
679 Views
Aisin – Low Margins But Volume Is Key
Aisin Seiki's 4Q operating margins were weak driving a miss and the company is guiding for weak margins next FY as well but we believe this is...
539 Views
Aisin – Toyota Production Plan Indicates Further Upside
Even a small OP miss (-4.9%) and maintaining guidance allowed Aisin stock to close 4% higher and the real story is the production ramp from here,...
349 Views
Toyota – 11m Unit Production Target Is a Positive Surprise
Toyota has set internal production targets of 11m units for the FY23 implying a more than 20% YoY increase which is very positive news not just for...
316 Views