US Light Truck/SUV Boom Forces Toyota to Respond to Capacity Constraints
North American Market Grew – Toyota Fell BehindNet revenues in North America increased by JPY1,374bn (+14.2% YoY) to JPY11,052bn in FY2016 compared...
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Nissan's Cheap Valuation Offset by Cyclical and Trump Tax Risks
Nissan Motor Co Ltd (7201 JP) has been one of the fastest growing automotive brands over the last 6 to 7 years, becoming the fastest growing brand...
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No Comfort for Nissan and Renault from French State Move with Peugeot Holding
Analyst Julie Boote comment If the management team at Nissan was hoping that the French government would one day let go of Renault, that...
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Low Japanese PE Names Due to EPS Growth....
While low PE names are good, low PE names with growth are better. We screened for names with FY1 PE below 13x that have grown EPS in the last 3...
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Trump-China Tension = 2012 'Senkaku' Boycotts Redux? Avoid US Consumer Plays Exposed To China
Overview: probably more US-China tension aheadThroughout his campaign and in the weeks since the US election, President-elect Trump has shown he's...
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