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...
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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...
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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...
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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...
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