Subaru--FY3/19 Guidance Could Call for Profit Declines, Rather than Consensus-Viewed Growth
Subaru may have missed its FY3/18 OP target of Y380bn, possibly coming in as low as Y360bn, which would be -5.2% below consensus. The degree of...
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New Forester Product Presentation: How Long Will the Limited Novelty Feel Fresh?
We were among other sell-side and buy-side analysts this week invited to the new Forester presentationMr. Fume (PGM: Forrester Program General...
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March 2018 US Automotive Sales: Recovery with the Truck Segment Rally
US SAAR for March 2018 came in at 17.48 mil vs. 16.8 million for March 2017 and 17.08 million for February 2018While the light truck segment...
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GHG Emissions Standards Will Be Eased in the US
The Environmental Protection Agency (EPA) has decided to ease current vehicle emissions standards (Green House Gas regulation). The GHG regulation...
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Subaru: Fuel Economy Falsification Could Hurt but Falling Margins Will Hurt More
Kyodo News reported today that Subaru may have falsified fuel economy data. If true, and if the "systematic" nature of the problem is widespread...
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