Nissan Motor (7201)--Is the Worst Factored In?
Nissan appears set to announce horrible quarterly results on July 27th. Given that global sales for April and May, combined, appear to be down -3%...
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Toyota for Bears: How Attractive Are Income Yields?
Toyota’s current dividend and buyback yields are 3.1% and 2.1% respectively (at the current market price of JPY7,199 as of 22nd June 2018) bringing...
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Prismatic Battery Cells in BEVs: A Breakthrough Is Necessary
As we mentioned in A Look at Panasonic’s Battery Business: Will the Company Drift Away from Tesla?, Panasonic has tied up with Toyota to develop...
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May China Auto Demand: Weak SAAR Leaves Lingering Headwinds for 2H
Based on CAAM's data release, May SAAR in China came in at 27.5m units (-5.3% MoM, +0.6% YoY), with YTD average SAAR coming in at 28.4m units. ...
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A Look at Panasonic’s Battery Business: Will the Company Drift Away from Tesla?
Automotive & Industrial Solution (A&IS) will continue to act as a key growth driver for Panasonic Corp (6752 JP) . We expect the Energy...
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