Some Quick Thoughts on YTD U.S. Auto Demand with FY17 Implications
YTD U.S. Light Vehicle SAAR is averaging 17.1m units. This YTD average represents a YoY drop of 2% from the FY16 Light Vehicle demand of 17.5m...
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Nissan Motor--Bullish FY17 Forecasts & Zero Buffers
FY16 Overshoot and Real FY17 Profit Target of 10% GrowthNissan Motor's FY16 operating profit (OP) of Y742bn overshot consensus estimates by 3.7%...
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Toyota's FY17 Guidance Could Be a Catalyst for a Rally
Toyota is seen as one of the most boring auto stocks within a very unloved sector at the moment. Compared to rivals, however, prospects for this...
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Nissan Motor's FY17 Outlook--The Year of Living Dangerously
On May 11th, Nissan should announce FY16 results and FY17 profit outlook that are both roughly 10% below consensus, if not lower. FY16 operating...
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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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