reports
- Trung Nguyen
- Haidje Rustau
- Jayanth Kandalam
- Si Yong Ng
- Trung Nguyen
- Leonard Law
- Trung Nguyen
- Trung Nguyen
- Felix Fischer
- Haidje Rustau
- Jayanth Kandalam
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
- Leonard Law
- Trung Nguyen
- Pelham Smithers
- Trung Nguyen
- Felix Fischer
- Peter Low
- Si Yong Ng
- Trung Nguyen
- Leonard Law
- Tanvi Arora
- Trung Nguyen
- Trung Nguyen
Nissan Motor - New Issue Assessment - Lucror Analytics
Nissan Motor launched a dual-currency multi-tranche 144A/RegS senior unsecured bond offering yesterday to raise USD 4 bn. The offering comprises USD notes with maturities of 5, 7 and 10 years, as well as EUR notes with maturities of 4 and 8 years. The proceeds will be used for refinancing and general corporate purposes. We find IPT for Nissan's proposed USD notes at mid 7% for the 5Y bonds, high 7% for the 7Y notes and low 8% for the 10Y bonds as fair.
- Trung Nguyen
- 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
- Julie Boote
- 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 / Mobility: Subaru (7270 JT) – Engineering a Gradual Transit...
Tags: Subaru Corporation (7270 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Chery Automobile (pvt), , Suzuki Motor (7269 JT), Mazda Motor (7261 JT) Analyst Julie Boote reviews Subaru's FY24, FY25 and FY26 earnings prospects as it navigates changes it needs to make to its powertrain offering and model line-up. Retooling for hybrid models is a near-term disrupter, with benefits set to materialise further out.
- 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.
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