Mazda Cuts OP Estimate for the Next Year by 28%
Mazda reported their FY03/18 financial results last Friday (27th April). Mazda’s FY03/18 revenue was JPY3,474bn (+8.1% YoY) and OP was JPY146bn...
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Tesla--Understanding Its Plight Via 8 Charts
This report is made up of 8 charts that we feel highlight how difficult it is for Tesla to become a profitable mass producer of electric vehicles....
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AGM Jardine Cycle & Carriage (JCNC SP): Lots of Questions on Vinamilk; 10% Stake Likely to Grow
I attended the 49th annual AGM of Jardine Cycle & Carriage Ltd (JCNC SP). As usual, the AGM was held at the Mandarin Oriental hotel, as the...
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Mazda's FY18 Profits Predicted to Be 18% Below Consensus, Yet the Stock Is Up
The Nikkei Shimbun published a preview of Mazda's FY3/19 operating profit forecasts, which it expects to be Y110bn (-26% YoY). This is 18% below...
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U.S. Autos: Efforts to Delay Gas Guzzler Penalties Get Blocked by Federal Appeals Court in NY
According to media reports, the Court of Appeals in NY blocked the NHTSA's decision in July 2017 to indefinitely delay a planned increase in gas...
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