Subaru: FY Guidance Downgrade Likely Priced in but Likely Weak Recovery Next Year Is Likely Not
On Nov 1 Subaru Corp (7270 JP) announced a recall of 74,349 Impreza, Forester and BRZ (also 18,159 units of the Toyota badged 86) vehicles for...
375 Views
Mazda (7261)--Things Are Likely Worse Than the Headlines
The Nikkei Shimbun predicted last Friday that Mazda will likely lower FY3/19 operating profit outlook by 29% to Y75bn, from current forecasts of...
330 Views
Smartkarma’s Week That Was in JP/KR: Market Turbulence 10 Years After 2008, Coway, & Celltrion
The Korean and Japanese stock markets have fallen sharply in October. Nikkei is down 12% and KOSPI is down 14% in October. It has been 10 years...
310 Views
Mazda: After Integration of Sales Financing with Toyota, How Long Till Toyota Ups Its Stake?
Yesterday, the Nikkei reported that Toyota Motor (7203 JP) and Mazda Motor (7261 JP) would merge their sales financing operations. The Japanese...
458 Views
Subaru: Downward Revision to 1H on Quality Costs Is Sharp Negative Surprise
Subaru Corp (7270 JP) announced a downward revision to forecasts after market close. Revenue was revised down by 1.6%, but the shocker was a 44.5%...
352 Views