In today’s briefing:
- Toyota Motor (7203 JP) Outlook Amid Uncertainty Over Toyota Industries Privatization Bid
- Japan Post Bank: From Stagnation to Opportunity
- Success Experiences Will Be Necessary for IR to Function
- AVIC (9554 JP) – System in Place for Rapid In-House Launch of Live Commerce Business
Toyota Motor (7203 JP) Outlook Amid Uncertainty Over Toyota Industries Privatization Bid
- Travis Lundy and Arun George have recently written extensively about Toyota Industries (6201 JP) proposed takeover. Read the details in their insights.
- Toyota Motor (7203 JP) is involved: 2 weeks ago we predicted a rally, and the rally did happen and went past our suggested profit target – time for an update.
- Toyota Motor (7203 JP) at the end of last week was overbought, according to our model. Any catalyst could trigger a sell off from here but let’s analyze the models….
Japan Post Bank: From Stagnation to Opportunity
- Non-Controversial changes in asset allocation will provide a big boost to earnings.
- Demand problems brewing in the JGB market may provide the catalyst
- The path is clear to enter new businesses after parent lowers stake below 50%
Success Experiences Will Be Necessary for IR to Function
- While TSE will require companies to have IR staff, but most companies disclose that they have IR staff, there is gap with investors who believe that IR is not functioning.
- The issue is the substance issue, as most companies have disclosed that they have already conducted the information meetings included in the implementation of specific IR activities expected by TSE.
- The reason why many companies still do not make IR function may be because they do not realize the effect of IR in terms of higher stock valuations.
AVIC (9554 JP) – System in Place for Rapid In-House Launch of Live Commerce Business
- Over the past six months, AViC’s share price has undergone a major re-rate.
- Its closing price on May 16, 2025, the day after Q2 FY2025/9 results announcement, stood at JPY 1,825, up 67.6% from the closing price of JPY 1,089 on November 14, 2024, when it announced FY2024/9 results.
- Based on the projected EPS of JPY 73.59 for FY2025/9, the Company’s share looks to be trading at a premium with a forward P/E ratio of 24.8x.
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