Mazda – Closer and Closer to Toyota
We believe Mazda has the potential to emulate Subaru's 2012-2015 performance by executing on its strategy to raise brand value and localise...
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Subaru – Pointing the Way for Auto Sector Recovery
We expect a strong 2H recovery in earnings for the auto sector and Subaru, as an early reporter, appears to be confirming this view.
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Mazda – The Return of the Wankel Engine and Its Significance for the EV Transition
Mazda as the only automaker not to give up on the Wankel engine may have a unique advantage to offer when transitioning to PHEVs and beyond.
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Revisiting Our Nissan-Honda Merger Idea
The FT has an article out saying that the Japanese government had directed some initial feelers towards Honda and Nissan raising the possibility of...
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Mazda – Rising Repeat Rate Makes This Our Top Pick in the Sector
While Mazda’s stock price and earnings have underwhelmed, we believe the company continues to make significant progress in strengthening its...
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