Subaru: Another Month, Another Recall
Subaru Corp (7270 JP) issued yet another recall notice last night, this time for the Impreza and Forester due to faulty brake lights. The recall...
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Japan: Fortnightly Update: Past the Peak
PEAK CYCLE EARNINGS - In our Winter Results & Revisions Flash Insight of yesterday, we noted that Japanese listed corporate earnings, after...
542 Views
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...
985 Views
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...
368 Views
Subaru: Continuing Quality Issues and Employee Suicide Point to Sustainability Issues
Our thesis on Subaru has maintained for some time that margins were inflated due to under-spending and that these costs would surface in one form...
828 Views