Toyota Boshoku: 1Q Underwhelming but Investments for New Product Line Up Should Drive Growth by 4Q
Toyota Boshoku (3116 JP) (TB) reported 3.6% YoY growth in revenue this quarter, thanks to steady growth in Japan and Asia. Although the company...
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It’s Been a Good Year for These Toyota Group Companies; Light Forecasts for the Year Ahead
On Friday, most of the Toyota Motor Corp (7203 JP) group companies released their earnings results for FY03/18. The companies under consideration,...
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Denso (6902)--Should the Company Even Be Listed?
Denso's valuations appear increasingly steep, especially in light of the fact that Denso scores very low in returns on investment and...
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Toyota Boshoku: Capitalising on Emerging Market Compact Car Opportunity
Toyota Boshoku (TB), another one of Toyota’s main suppliers (more than 90% sales to Toyota), should see a low decline in revenue in FY2018E (-1%...
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I'm Back with New and Hopefully Better Thoughts (Japanese Automotive Industry)
I am back to the research space after 5 years of field work. Over 15 years' sell side experience was not sufficient on a real...
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