Can Automakers Maintain Their FY21 Guidance Numbers?
When Japanese OEMs released their FY21 Q1 results, the recovery story was still intact, with auto sales surging on low bases of comparison and demand having been pushed forward. Analyst consensus numbers (overall higher than guidance numbers) seemed to indicate that automakers were perhaps lowballing their forecasts, leaving room for upgrades when Q2 results were being announced. However, since July there have been several developments that could undermine this scenario. Julie Boote investigates how the changes could translate to the OEM’s outlook for the second half of this fiscal year
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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