Yamaha Motor

Yamaha Motors (7272 JP) | Staying the Course in Choppy Macro Waters

Equity Bottom-Up
319 Views, 06 May 2022 09:27
EXECUTIVE SUMMARY
  • The share price of Yamaha Motors has sunk to a low of 1x book on concerns that the marine business has peaked 
  • Recent results and commentary from Brunswick suggest that the market remains as buoyant as ever 
  • We would be buying the stock ahead of earnings, expecting a similarly bullish outlook from Yamaha 
detail (3-minute read)
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Mark Chadwick
Japan Specialist
JapanEquitiesESG

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing com... 

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