Honda – Unnecessary Downgrade but Not Especially Cheap
Despite 2Q weakness Honda's downward revision was probably unnecessary. Despite THAT we see little that is compelling here relative to Toyota’s...
139 Views
Mazda – Moving Upmarket With a RWD Is a Straight Six
Mazda is continuing to implement its take on the Subaru revival playbook that took Subaru’s stock from a GFC low around ¥250 all the way above...
307 Views
Honda – Interpreting the Evolving GM Partnership for EVs
Honda's EV alliance with GM continues to deepen but is this a sign of Honda's full commitment to an EV shift in the US or just a risk hedge?
222 Views
Honda – Strong Start as Developed Market Motorcycles Contribute
Honda blew out 1Q OP by 122% and revised up guidance allowing the stock to post a small gain. The market remains overly cautious on the sector in...
156 Views
India Channel Insight | Maruti, Hyundai, Tata Motors, Eicher, Ola Electric
In this Insight, we present commentary from our interactions with dealers of Maruti, Hyundai, Royal Enfield. We also present anecdotal commentary...
166 Views