What Did We Learn from 1QFY18 Reporting Season of the Japanese Automotive Sector?
Japanese automotive industry saw only a marginal, but still better than expected operating profit growth in 1QFY18.Industrywide operating profit...
370 Views
Toyota: 3 Ways to Forecast JPY2,750bn OP Despite US Margins (Temporarily) Trailing Peers
Toyota Motor (7203 JP) consensus OP estimates are up 16% since May after the company generated strong results in both 4QFY18 and 1QFY19, yet the...
368 Views
Tesla--An Analysis of Musk's LBO Intentions and What Would Be Required
Musk Tweets His Intention to Take Tesla Private: On a flight to Reno, Nevada today at 1:48 pm local time (according to those who tracked his...
927 Views
Subaru: Margin Erosion Progressing Faster than We Expected, 1Q Sales Drop Surprisingly Large
While there is some anticipation over the full model change for the Forester which is expected to launch in the US around Oct, the overall momentum...
327 Views
SUBARU: 1QFY18 Let`s Get Ready to Rumble! SUBARU Bulls Vs. Bears Is on After the Earnings Call
SUBARU management was surprisingly optimistic during the earnings call for 1QFY18During the earnings call the SUBARU CFO was quite buoyant and...
290 Views