Subaru: Joint BEV Development with Toyota Matters; Toyota's CASE Strategy Becoming Clearer
Subaru Corp (7270 JP) just announced a partnership with Toyota to develop a BEV dedicated platform for mid and large sized passenger vehicles,...
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Auto Earnings: Positive Toyota/Mazda, Negative Subaru/Suzuki
On a relative basis we have been positive on Toyota Motor (7203 JP) and negative on Subaru Corp (7270 JP) since early 2017 as we consider...
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StubWorld: A 2018 Review In Charts
This week in StubWorld ... The average NAV discount of a basket of 40 Holdcos steadily, and not altogether unsurprisingly, widened throughout the...
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Independent Director Is a Great Way to Supplement Retirement in Japan....
We all know that Japan has tried to give the impression that they are improving corporate governance. However, when you start to dig into the...
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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...
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