Iwatani: The Unsexy Ageing Demographic Play with a Pinch of Hydrogen Economy and a Dash of 10x PE
Iwatani Corp (8088 JP) is an Osaka-based small cap of JPY206bn market cap with a daily trading value of around JPY500m that we consider to have...
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Toyota: It's Surprising How Much OP Can Grow When You Don't Kitchen Sink
Toyota reported healthy results in comparison to peers. In particular we would highlight that consensus has been behind the curve on margins. We...
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April 2018 US Automotive Sales: Passenger Car Is Seeing a “Global Financial Crisis” Selling Rate
US SAAR for April 2018 came in at 17.17 mil vs. 17.04 million for April 2017 and 17.48 million for March 2018Most brands continued with their March...
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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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Mazda: EU CO2 Non-Compliance and Extreme US Focused Surprised
FY17 Full Year results missed the company guidanceFY17 operating profit came in at 146 Billion Yen compared to a company guidance of 150 Billion...
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