The Downward Revision in FY03/19 Guidance Places Panasonic in Our Worst-Case Scenario
Panasonic Corp (6752 JP)’s 3Q earnings were quite weak, failing to meet both consensus and our estimates. Panasonic reported revenue of...
487 Views
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...
838 Views
US Auto Demand in January: 16.7m SAAR - Blame It on the Weather...And the Government Shutdown
January Light Vehicle SAAR came in at 16.7m units, down 4.8% sequentially and down 2.8% YoY. Much of the weakness have been anecdotally attributed...
275 Views
Kumho Tire (073240): Tough Times Ahead Still...
Weak car sales in China, Nissan's removal of Carlos Ghosn, Akebono Brake Industry share price plunge - facts that make everyone cringe at the sound...
420 Views
Tesla--The Struggle to Stay Afloat in 2019
Profit Warning for Q4 2018 and Q1 2019: Two Fridays ago, Elon Musk warned that Q4 profits came in lower than Q3's, despite an 8% QoQ rise in...
867 Views