PSA Autos: Suzuki Motors (7269 JP) In Top Form – What’s Next?
• Over the last few years, Suzuki has reinvented itself as one of the most successful of Japan’s automakers, posting strong sales growth, market share gains, record profits and profit margins. The success has been well balanced, with progress made in all regions and all divisions.• So far in FY18, sales have continued to expand on the back of new model launches and positive market conditions.
• While all seems well in the Suzuki universe, we think there are some clouds on the horizon, especially in India, Suzuki’s most important overseas market.
• Furthermore, as Suzuki enters a new phase of preservation rather than expansion, Suzuki shares may lose the appeal they had for the last two years, with the turnaround story potentially coming to an end.
• In this report, we review Suzuki’s sales and profit outlook, based on model launches and general market conditions. Our main focus is India, given that we view performance here as a main share price driver for Suzuki. We also look at Suzuki’s valuation and shareholder policies, to assess whether Suzuki remains an attractive investment.
Suzuki Motor is engaged in the manufacture and sale of automobiles and motorcycles in Japan and overseas. Co.'s business segments are automobiles, motorcycles, and marine. Automobiles segment manufactures and sells light automobiles, compact automobiles and general automobiles including "Swift," "Solio," "Jimny," "Spacia," and "Hustler." Motorcycles segment manufactures and sells compact two-wheel vehicles, light two-wheel vehicles, motorized bicycles and buggies such as "Hayabusa," "GSX-R1000R ABS," and "Skywave." Specialized Machinery segment manufactures and sells outboard motors, engines for snow vehicles, motorized wheelchairs, among others.
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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