reports
- Julie Boote
PSA Autos / New Mobility: Review of Auto Stocks in Light of Import Tar...
As US auto tariffs remain in place, investors need to assess whether auto-related government negotiations will be successful, and what automakers can do to mitigate the potential surge in costs. Analyst Julie Boote reviews potential outcomes.
- Julie Boote
- Julie Boote
PSA Autos / New Mobility: Auto sector FY24 Q2 Results and Outlook Revi...
As the earning season has concluded, investors are taking stock about the auto sector’s FY24 Q2 results and updated guidance numbers. Analyst Julie Boote reviews the key developments in the industry, and how these could affect automakers’ earnings in the second half of the fiscal year.
- MarketLine Department
MinebeaMitsumi Inc - Company Profile and SWOT Analysis
Summary MinebeaMitsumi Inc - Company Profile and SWOT Analysis, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights MinebeaMitsumi Inc (MinebeaMitsumi), formerly Minebea Co Ltd, is a manufacturer of precision machinery components and electronic devices. The company's products include ball bearings, spherical beari...
- Julie Boote
PSA Autos / New Mobility: Mazda’s (7261 JT) Incentives Surge in Focus
Mazda’s profits surged in FY24 Q1 on the back of currency gains, with the sharp rise in incentives surprising markets. Analyst Julie Boote examines Mazda’s incentives policy and whether the rising trend is likely to remain in place.
- MarketLine Department
Minebea Co., Ltd. - Mergers & Acquisitions (M&A), Partnerships & Allia...
Summary Marketline's Minebea Co., Ltd. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Minebea Co., Ltd. - Mergers & Acquisitions (M&A), Partnerships & Alliances since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investmen...
- Julie Boote
PSA Autos / New Mobility: Mazda (7261 JT) – Earnings Growth to Slow af...
Mazda Motor has been enjoying a three-year recovery run, set to culminate in record sales and profits in FY23. While the automaker managed to improve its quality of sales and increase its profit margins, the next challenge will be tackling the transition to electrification and developing software. With market conditions deteriorating and expenses set to rise, Mazda is now facing a phase of consolidation.
- Julie Boote
PSA Autos / Mobility: ASEAN Auto Markets in Doldrums
ASEAN has long been considered one of the global auto markets with the best growth prospects, but expectations have not been met. With China in trouble and ASEAN auto sales lacklustre, Japanese automakers need to review their positioning in Asia. Analyst Julie Boote provides a short-term outlook for the ASEAN auto market, and discusses Japanese assemblers’ options within this context.
VIC VINGROUP JSC
4197 SIME DARBY BHD.
002594 BYD COMPANY LIMITED CLASS A
7267 HONDA MOTOR CO. LTD.
7211 MITSUBISHI MOTORS CORPORATION
7201 NISSAN MOTOR CO. LTD.
7269 SUZUKI MOTOR CORP.
7261 MAZDA MOTOR CORP.
7203 TOYOTA MOTOR CORP.
7270 SUBARU CORP
1211 BYD COMPANY LIMITED CLASS H
GM GENERAL MOTORS COMPANY
VOW VOLKSWAGEN (VOW GR)
005380 KS HYUNDAI MOTOR UNTITLED
STLA STELLANTIS N.V.
Z29 029 GROUP SE
VFS VINFAST
- Julie Boote
PSA Autos, New Mobility: EV Markets in Trouble – Have the Japanese Bee...
While Japan’s automakers have upped their game in the EV space, they remain laggards on the global stage. With the EV markets now in trouble, analyst Julie Boote assesses whether or not the Japanese assemblers have been vindicated in their more cautious approach to electrification.
FCAUN FORD MOTOR COMPANY
F ABCO ELECTRONICS CO. LTD.
036010 BYD COMPANY LIMITED CLASS A
002594 HONDA MOTOR CO. LTD.
7267 MITSUBISHI MOTORS CORPORATION
7211 NIDEC CORPORATION
6594 NISSAN MOTOR CO. LTD.
7201 SUZUKI MOTOR CORP.
7269 MAZDA MOTOR CORP.
7261 TOYOTA MOTOR CORP.
7203 SUBARU CORP
7270 ABERDEEN STANDARD EUROPEAN LOGISTICS INCOME
ASLI HYUNDAI MOTOR CO
5380 GENERAL MOTORS COMPANY
GM VOLKSWAGEN (VOW GR)
VOW MERCEDES-BENZ AG
0953660D STELLANTIS N.V.
REP 2CRSI SA
- Julie Boote
PSA Autos / Mobility: Overview of Japanese Autos FY23 Q1 Results and O...
This has been an impressive earning season for Japanese automakers, with FY23 Q1 net sales and OP of the seven listed companies all surging by double-digit rates. Analyst Julie Boote takes us through the factors behind the performance and highlights the positives and negatives to consider going forward.
- Julie Boote
PSA Autos / New Mobility: Where Are Japan’s Auto Companies Headed?
It has been a mixed earning season for Japanese automakers, although most are predicting strong profit growth for FY23. Despite the positive outlook, the market’s reaction has been lukewarm, due to concerns over overoptimism for sales growth and rapidly rising expenses. Analyst Julie Boote explores what the most important share price drivers could be for the seven listed automakers for FY23.
- Julie Boote
PSA Autos: Mazda (7261 JT) – Successful Turnaround, but Medium-Term Ch...
Over the last two years, Mazda engineered an impressive turnaround, on the back of upmarket model launches, lower incentives and cost improvement efforts. While the automaker should continue to benefit from its successful rebranding strategy in FY23, it will increasingly have to deal with longer-term challenges, such as the EV transition. Analyst Julie Boote evaluates Mazda’s chances and risks.
With a more favourable environment, MAZDA MOTOR improves to Slightly P...
MAZDA MOTOR (JP), a company active in the Automobiles industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date April 5, 2022, the closing price was JPY 903.00 and its potential was es...
- Pelham Smithers
PSA Strategy: Japan Market Strategy for FY22 Q2
The Japanese stock market is in an interesting phase where the Bank of Japan is supporting the bond market rather than the stock market. While this phase lasts, the dollar should remain above ¥120/$ and perhaps strengthen further against the yen. This report looks at what this phase might mean for the Japanese stock market as a whole, and for stock selection. The PSA Focus List has also been updated.
6770 ALPS ALPINE CO. LTD.
3407 ASAHI KASEI CORPORATION
4751 CYBERAGENT INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
4307 NOMURA RESEARCH INSTITUTE LTD.
4324 DENTSU GROUP INC.
6728 ULVAC INC.
6981 MURATA MANUFACTURING CO. LTD.
6723 RENESAS ELECTRONICS CORPORATION
6902 DENSO CORPORATION
7915 NISSHA CO.LTD.
7201 NISSAN MOTOR CO. LTD.
6268 NABTESCO CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
6762 TDK CORPORATION
6857 ADVANTEST CORP.
8035 TOKYO ELECTRON LTD.
7261 MAZDA MOTOR CORP.
7203 TOYOTA MOTOR CORP.
3436 SUMCO CORPORATION
3659 NEXON CO. LTD.
6098 RECRUIT HOLDINGS CO. LTD.
7270 SUBARU CORP
4503 ASTELLAS PHARMA INC.
6506 YASKAWA ELECTRIC CORPORATION
4980 DEXERIALS
68900 FERROTEC CORPORATION
41850 JSR CORPORATION
4385 MERCARI INC.
78320 BANDAI NAMCO
TSE:4477 BASE CO.
3491 JT LTD.
4478 JT GA TECHNOLOGIES
3394 JT FREEE KK
6967 JT MONEY FOWARD
7383 SHINKO ELECTRIC (6967 JT)
4259 JT NET PROTECTIONS HLDGS INC
TSE: 2980 EXAWIZARDS INC
SRE HOLDINGS CORP
- Julie Boote
PSA Autos: Mazda (7261 JT) – Undertaking the Next Growth Phase and tab...
Mazda has successfully implemented its strategic reform plan, improving its brand value, lower its selling incentives and raising prices. In a next phase, the launch of a new premium model line-up should help Mazda to solidify its newly established position as an upscale brand. Analyst Julie Boote investigates the chances of success within an increasingly challenging market environment.
For NSK, the environment deterioration entails a downgrade to Neutral
NSK (JP), a company active in the Auto Parts industry, now shows a lower overall rating. The independent financial analyst theScreener just confirmed the fundamental rating of 4 stars out of 4, as well as the stock market behaviour of the title as moderately risky. However, environmental deterioration penalises the general evaluation, which is downgraded to Neutral. As of the analysis date January 28, 2022, the closing price was JPY 780.00 and its expected value was estimated at JPY 775.95.
- Julie Boote
PSA Autos Technology: The Global Electric Vehicle Market 2022
Over the last two years, global EV sales have accelerated, moving from niche market to mass market. Concerned about rising CO2 levels, national governments are supporting the electrification of private transport, and consumers are increasingly willing to ‘go electric’. Established automakers have drawn up EV and battery strategies, trying to remain key players in this new EV world. In this report, analyst Julie Boote outlines the different paths dedicated EV players and traditional OEMS are tak...
TSLA TESLA INC
FDX FEDEX CORPORATION
F FORD MOTOR COMPANY
K3SD BAIDU INC SPONSORED ADR CLASS A
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
000270 KIA MOTORS CORPORATION
6752 PANASONIC CORPORATION
006400 SAMSUNG SDI CO. LTD
00285 BYD ELECTRONIC (INTERNATIONAL) CO. LTD.
002594 BYD COMPANY LIMITED CLASS A
7267 HONDA MOTOR CO. LTD.
7211 MITSUBISHI MOTORS CORPORATION
7201 NISSAN MOTOR CO. LTD.
6758 SONY CORPORATION
7261 MAZDA MOTOR CORP.
7203 TOYOTA MOTOR CORP.
601633 GREAT WALL MOTOR CO. LTD. CLASS A
7270 SUBARU CORP
A0M32L CHONGQING CHANGAN AUTOMOBILE COMPANY LIMITED CLASS A
66570 LG ELECTRONICS INC
5930 SAMSUNG ELECTRONICS CO LTD
5380 HYUNDAI MOTOR CO
GM GENERAL MOTORS COMPANY
51910 LG CHEM LTD
02238 GUANGZHOU AUTOMOBILE GROUP CO. LTD. CLASS H
2869Z SAMSUNG SEMICONDUCTOR INC
700 HK TENCENT 700 HK
LI LI AUTO INC. SPONSORED ADR CLASS A
XPEV XPENG INC. ADR SPONSORED CLASS A
- Julie Boote
Japan’s BEV Market – Toyota Finally Drives Home a Strong Response
Japan's and Toyota's electrification efforts seem to develop in parallel: the Japanese government is increasingly committing to the creation of a domestic BEV market, and Toyota significantly raised its BEV sales target for 2030. Accordingly, we expect to see strong growth in Japanese BEV sales and a more prominent position for Toyota among global players.
3407 ASAHI KASEI CORPORATION
6752 PANASONIC CORPORATION
5857 ASAHI HOLDINGS INC.
6971 KYOCERA CORPORATION
7211 MITSUBISHI MOTORS CORPORATION
600409 TANGSHAN SANYOU CHEMICAL INDUSTRIES CO. LTD.
6902 DENSO CORPORATION
6594 NIDEC CORPORATION
5401 NIPPON STEEL CORP.
7201 NISSAN MOTOR CO. LTD.
6963 ROHM CO. LTD.
3402 TORAY INDUSTRIES INC.
7261 MAZDA MOTOR CORP.
6201 TOYOTA INDUSTRIES CORP.
7203 TOYOTA MOTOR CORP.
7270 SUBARU CORP
42050 ZEON CORPORATION
VOW VOLKSWAGEN (VOW GR)
With a more favourable environment, NTN improves to Slightly Positive
NTN (JP), a company active in the Industrial Machinery industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 3 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date December 10, 2021, the closing price was JPY 227.00 and its potential w...
- Julie Boote
PSA Auto Technology: The Automotive Operating System – the Big Questio...
The auto industry has spent the last few years on redefining their powertrain strategies, as electrification has become the key focus of automakers and investors. However, these changes are nothing compared to the upcoming disruption from the emergence of the software-defined car. As the car’s digitalization expands from driving functions and infotainment to connectivity and autonomous drive, the software requirements are increasing exponentially. Against this backdrop, automakers’ decision on ...
005930 SAMSUNG ELECTRONICS CO. LTD.
NVDA NVIDIA CORPORATION
F FORD MOTOR COMPANY
K3SD BAIDU INC SPONSORED ADR CLASS A
GRU GEELY AUTOMOBILE HOLDINGS LIMITED
AEI AERIS ENVIRONMENTAL
600718 NEUSOFT (A)
8015 TOYOTA TSUSHO CORP.
7205 HINO MOTORS LTD.
6501 HITACHI LTD.
7267 HONDA MOTOR CO. LTD.
7211 MITSUBISHI MOTORS CORPORATION
6902 DENSO CORPORATION
7269 SUZUKI MOTOR CORP.
7261 MAZDA MOTOR CORP.
7203 TOYOTA MOTOR CORP.
601633 GREAT WALL MOTOR CO. LTD. CLASS A
11B 11 BIT STUDIOS S.A.
00700 TENCENT HOLDINGS LTD.
7270 SUBARU CORP
5930 SAMSUNG ELECTRONICS CO LTD
GM GENERAL MOTORS COMPANY
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
HHP2 HON HAI PRECISION INDUSTRY CO. LTD. GDR
02238 GUANGZHOU AUTOMOBILE GROUP CO. LTD. CLASS H
0530153D ALPHABET HOLDING CO INC
REP RENAULT SA
700 HK TENCENT 700 HK
9988 ALIBABA (9988 HK)
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