June US Auto Demand: 17.47m Unit SAAR Stronger than Expected, but Looks May Be Deceving
June SAAR in the U.S. came in stronger than consensus expectations at 17.47m units, up 3.3% sequentially and up 5.9% YoY. While we currently...
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Toyota Dealership Visit in Beijing - Full of Suprises
Toyota is coming off a good month of shipments in May. Camry is a new model cycle. A big surprise for me in Camry sales. We go to the dealer to...
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“Middle of the Road” Products for Elderly Customers and “disconnected” Connected Services
We attended a presentation of Toyota`s renewed two core products for the domestic market, the Crown and the Corolla as well as one for “connected...
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Nissan Motor (7201)--Is the Worst Factored In?
Nissan appears set to announce horrible quarterly results on July 27th. Given that global sales for April and May, combined, appear to be down -3%...
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Toyota for Bears: How Attractive Are Income Yields?
Toyota’s current dividend and buyback yields are 3.1% and 2.1% respectively (at the current market price of JPY7,199 as of 22nd June 2018) bringing...
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