reports
- Julie Boote
- Julie Boote
PSA Autos / New Mobility: Toyota (7203 JT) Keeps Calm – but Should The...
Toyota Motor is facing another challenging year, as it continues to invest heavily in new technologies, is supporting its suppliers, while having to deal with the uncertainty over the impact of US import tariffs. Its FY25 guidance numbers do not yet fully reflect the potential costs related to these duties, risking an earnings downgrade later this year. Criticism over its handling of the Toyota Industries privatisation is mounting, with questions raised over corporate governance. Analyst Julie B...
7205 HINO MOTORS LTD.
7267 HONDA MOTOR CO. LTD.
9432 NIPPON TELEGRAPH AND TELEPHONE CORPORATION
7201 NISSAN MOTOR CO. LTD.
7269 SUZUKI MOTOR CORP.
7261 MAZDA MOTOR CORP.
6201 TOYOTA INDUSTRIES CORP.
7203 TOYOTA MOTOR CORP.
7270 SUBARU CORP
02238 GUANGZHOU AUTOMOBILE GROUP CO. LTD. CLASS H
- Julie Boote
Agco Corp: 1 director
A director at Agco Corp bought 2,642 shares at 94.770USD and the significance rating of the trade was 55/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
- 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.
- Pelham Smithers
PSA Strategy: Japan Stock Market Quarterly for 2025 Q2
In this quarterly strategy report, we look to evaluate where we are with regards the bull market conditions, and where those indicators might be headed, factoring in the downside risks, from Trump tariffs and the US economy, BoJ actions, Japanese earnings and valuations.
AMAT APPLIED MATERIALS INC.
6146 DISCO CORPORATION
5108 BRIDGESTONE CORPORATION
7751 CANON INC.
9697 CAPCOM CO. LTD.
4519 CHUGAI PHARMACEUTICAL CO. LTD.
4755 RAKUTEN INC.
9684 SQUARE ENIX HOLDINGS CO. LTD.
8473 SBI HOLDINGS INC.
6954 FANUC CORPORATION
4324 DENTSU GROUP INC.
6861 KEYENCE CORPORATION
6869 SYSMEX CORPORATION
8306 MITSUBISHI UFJ FINANCIAL GROUP INC.
6501 HITACHI LTD.
6305 HITACHI CONSTRUCTION MACHINERY CO. LTD.
7267 HONDA MOTOR CO. LTD.
6301 KOMATSU LTD.
6503 MITSUBISHI ELECTRIC CORP.
6723 RENESAS ELECTRONICS CORPORATION
7974 NINTENDO CO. LTD.
6594 NIDEC CORPORATION
7731 NIKON CORP.
8604 NOMURA HOLDINGS INC.
7733 OLYMPUS CORP.
4666 PARK24 CO. LTD.
2371 KAKAKU.COM INC.
9984 SOFTBANK GROUP CORP.
1803 SHIMIZU CORPORATION
4063 SHIN-ETSU CHEMICAL CO LTD
6758 SONY CORPORATION
7269 SUZUKI MOTOR CORP.
1801 TAISEI CORP
6857 ADVANTEST CORP.
4186 TOKYO OHKA KOGYO CO. LTD.
8035 TOKYO ELECTRON LTD.
7203 TOYOTA MOTOR CORP.
2413 M3 INC.
2160 GNI GROUP LTD.
3659 NEXON CO. LTD.
6098 RECRUIT HOLDINGS CO. LTD.
3769 GMO PAYMENT
6460 JP SEGA SAMMY
4385 MERCARI INC.
3993 PKSHA TECHNOLOGY INC.
9434 SOFTBANK CORP.
78320 BANDAI NAMCO
45870 PEPTIDREAM INC
3491 JT GA TECHNOLOGIES
3394 JT MONEY FOWARD
6532 JT BAYCURRENT CONSULTING (6532 JT)
4483 JMDC
4180 JP APPIER GROUP
TSE: 2980 SRE HOLDINGS CORP
4194 VISIONAL INC
6526 SOCIONEXT INC
5032 JT ANYCOLOR INC
5838 RAKUTEN BANK LTD.
5253 JT COVER CORPORATION (5253 JT)
9616 JT KYORITSU MAINTENANCE (9616 JT)
- Julie Boote
PSA Autos: Nissan (7201 JT) without Honda (7267 JT): What Happens Next...
As Nissan’s merger talks with Honda have terminated, Nissan needs to review its options, both in regard to its restructuring plans and to entering new partnerships. Analyst Julie Boote reviews the automaker’s possible course of action and markets’ reaction.
- Julie Boote
- Dave Nicoski
- Ross LaDuke
TWI TITAN INTERNATIONAL INC.
TRIP TRIPADVISOR INC.
TITN TITAN MACHINERY
SLP SIMULATIONS PLUS
RYI RYERSON HOLDING CORPORATION
QCOM QUALCOMM INC
PCRX PACIRA BIOSCIENCES INC.
MOS MOSAIC COMPANY
J7Z JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY
IVZ INVESCO LTD.
IART INTEGRA LIFESCIENCES HOLDINGS CORPORATION
DLTR DOLLAR TREE INC.
DDD 3D SYSTEMS CORPORATION
CERS CERUS CORP.
AVD AMERICAN VANGUARD
ANIP ANI PHARMACEUTICALS INC.
AGCO AGCO CORPORATION
UPS UNITED PARCEL SERVICE INC. CLASS B
OSTK OVERSTOCK.COM INC.
GDEN GOLDEN ENTERTAINMENT
FRX_CN FENNEC PHARMACEUTICALS
ODEL.N0000 ODEL PLC
BRKS BROOKS AUTOMATION INC.
CCV COUNTERPATH
TDC TERADATA CORPORATION
BHF BRIGHTHOUSE FINANCIAL INC.
ZS ZSCALER INC.
TENB TENABLE HOLDINGS
SIBN SI-BONE
PINS PINTEREST INC. CLASS A
VIAC VIACOMCBS INC. CLASS B
ORIC ORIC PHARMACEUTICALS
THRY THRYV HOLDINGS
CERT CERTARA
ONTF ON24
SMTI SANARA MEDTECH
SDGR SCHRODINGER
COUR COURSERA INC
BBWI BATH & BODY WORKS INC
DH DEFINITIVE HEALTHCARE CORP
VERV VERVE THERAPEUTICS INC
PTLO PORTILLOS INC
DCGO DOCGO INC
EHAB ENHABIT INC
SVV SAVERS VALUE VILLAGE INC
QIPT PATIENT HOME MONITORING CORP
HUM HAMILTON U.S. MID-CAP FINANCIALS ETF
CXM SPRINKLR INC
- Dave Nicoski
- Ross LaDuke
ZBH ZIMMER BIOMET HOLDINGS INC.
SLB.N SCHLUMBERGER NV
CNHI CNH INDUSTRIAL NV
WBA WALGREENS BOOTS ALLIANCE INC
ULTA ULTA BEAUTY INC
SLP SIMULATIONS PLUS
PCRX PACIRA BIOSCIENCES INC.
PBF PBF ENERGY INC. CLASS A
IART INTEGRA LIFESCIENCES HOLDINGS CORPORATION
HXL HEXCEL CORPORATION
DAN DANA INCORPORATED
CVI CVR ENERGY INC.
AGCO AGCO CORPORATION
ACAD ACADIA PHARMACEUTICALS INC.
ALV ALLIANZ SE
MUR MURPHY OIL CORPORATION
BRKS BROOKS AUTOMATION INC.
HP HELMERICH & PAYNE INC.
PTEN PATTERSON-UTI ENERGY INC.
VLO VALERO ENERGY CORPORATION
HI HILLENBRAND INC.
INGR-R-A INGRA D.D.
EYE NATIONAL VISION HOLDINGS
CPRI CAPRI HOLDINGS LIMITED
TW TRADEWEB MARKETS INC. CLASS A
REEMF RARE ELEMENT RESOURCES
NVST ENVISTA HOLDINGS
PGNY PROGYNY
CERT CERTARA
VAL VALARIS LTD
BBWI BATH & BODY WORKS INC
CIVI CIVITAS RESOURCES INC
INVX INNOVEX INTERNATIONAL INC
- Julie Boote
PSA Autos: Honda (7267 JT) and Nissan (7201 JT) Share Price Rollerco...
Nissan and Honda’s share prices have been volatile since the announcement last December of a possible business integration. With the agreement deadline for June approaching rapidly, analyst Julie Boote comments here on the many factors at play, and on whether, and in what form, the deal could happen.
- Julie Boote
PSA Autos / New Mobility: Honda and Nissan Plan Merger for 2026
PSA Autos / New Mobility: Honda and Nissan Plan Merger for 2026 We discuss Honda and Nissan's announcement elaborating the possibility of a merger in 2026 and understanding of what conditions need to be met. Honda is clearly in the driver's seat.
- Jonathan Moreland
MCHX MARCHEX INC. CL B
I3N CHART INDUSTRIES INC.
AGCO AGCO CORPORATION
CMCO COLUMBUS MCKINNON CORPORATION
DMLP DORCHESTER MINERALS L.P.
BBDC BARINGS BDC INC.
SURG SURGE HOLDINGS
PFBX INC.
SES PEOPLES FINANCIAL CORP. (MISSISSIPPI)
WPC SES AI CORPORATION
W. P. CAREY AND CO. LLC
- Jonathan Moreland
SEDG SOLAREDGE TECHNOLOGIES INC.
SATS ECHOSTAR CORPORATION CLASS A
PBF PBF ENERGY INC. CLASS A
OPK OPKO HEALTH INC.
NMFC NEW MOUNTAIN FINANCE CORPORATION
MCHX MARCHEX INC. CL B
KVHI KVH INDUSTRIES INC.
JRVR JAMES RIVER GROUP HOLDINGS LTD
HSII HEIDRICK & STRUGGLES INTERNATIONAL INC.
HASI
I3N HANNON ARMSTRONG SUSTAINABLE INFRASTRUCTURE CAPITAL INC.
GDOT CHART INDUSTRIES INC.
EXAS GREEN DOT CORPORATION CLASS A
CROX EXACT SCIENCES CORPORATION
CNC CROCS INC.
AGCO CENTENE CORPORATION
AVNW AGCO CORPORATION
ENPH AVIAT NETWORKS
HTLD ENPHASE ENERGY INC.
ZOM HEARTLAND EXPRESS INC.
DMLP ZOMEDICA PHARMACEUTICALS CORP
MAV DORCHESTER MINERALS L.P.
HLNE PIONEER MUNICIPAL HIGH INCOME ADVANTAGE TRUST
SNBR HAMILTON LANE INCORPORATED CLASS A
MHI SLEEP NUMBER CORPORATION
GNL PIONEER MUNICIPAL HIGH INCOME TRUST
BBDC GALEY & LORD INC.
CLDX BARINGS BDC INC.
ENX CELLDEX THERAPEUTICS INC.
ADV EATON VANCE NEW YORK MUNICIPAL BOND FUND
HPK ADVANTAGE SOLUTIONS INC (A)
MRVI HIGHPEAK ENERGY INC (A)
OPCH MARAVAI LIFESCIENCES HOLDINGS
MODV OPTION CARE HEALTH INC
DCOM MODIVCARE INC
UAN DIME COMMUNITY BANCSHARES
PFBX INC.
OSCR CVR PARTNERS LP
BGS PEOPLES FINANCIAL CORP. (MISSISSIPPI)
WBD OSCAR HEALTH
TCBX B&G FOODS
BIGZ INC.
RXO_w WARNER BROS. DISCOVERY INC.
VANI THIRD COAST BANCSHARES INC
KLG_w BLACKROCK INNOVATION AND GROWTH TST
DBD RXO INC
MIO VIVANI MEDICAL INC
WPC WK KELLOGG CO
EVM DIEBOLD NIXDORF INCORPORATED
PIONEER MUN HIGH INCOME OPPORTUNITIES FD INC
W. P. CAREY AND CO. LLC
EATON VANCE INSD CALIF MUN BD FD
- 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.
- Julie Boote
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