reports
- Trung Nguyen
Nissan Motor - Earnings Flash - Q1 FY 2025-26 Results - Lucror Analyti...
Nissan's Q1/25-26 results were better than expected, given the lower-than-guided operating loss and negative FCF. The balance sheet and liquidity remain solid, which will likely support Nissan through its ambitious restructuring plan. We view positively the new management team's clear communication and conservative guidance, with the numbers exceeding expectations (at least in Q1). This lends more credibility to the company's ambitious restructuring plan.
- Si Yong Ng
- Trung Nguyen
- Felix Fischer
- Haidje Rustau
- Peter Low
- Si Yong Ng
- Tanvi Arora
- Trung Nguyen
- Trung Nguyen
- 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
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