General Motors Co: 1 director

A director at General Motors Co sold/sold after exercising options 383,142 shares at 56.629USD and the significance rating of the trade was 77/100. 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 director...

PSA Media & Entertainment: Sony (6758 JT) Reportedly in Talks to Buy K...

According to Reuters [19 Nov], Sony is in discussions to buy Japanese publisher Kadokawa. The news sent Kadokawa shares limit up (+23%) to an all-time high. Sony has long been interested in different parts of Kadokawa, and in recent years has formed a capital alliance with Kadokawa to co-develop IP (in conjunction with CyberAgent), as well as taking a stake in FromSoftware. However, the idea that Sony would acquire the whole of Kadokawa is something of a surprise, given the bits-and-pieces natur...

PSA Autos / Mobility: Acitivst Interest in Nissan (7201 JT)

While news that an activist hedge fund was – possibly – indirectly holding a small stake in Nissan was seen as a positive for the shares, Julie Boote flags a few issues to consider.

PSA Technology / Semiconductors: Ishiba Unveils ¥10tril (US$65bil) Chi...

Prime Minister Shigeru Ishiba set out the first plan of his administration, which is to spend ¥10tril through FY30 further revitalizing Japan’s one-time globally dominant chip industry. The move comes after a ¥2tril package was announced last year and is seen as party of a ¥50tril private-public investment in Japanese chipmaking over the next decade. Pelham Smithers discusses beneficiaries.

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.

PSA Media & Entertainment: Video Games Round-Up

Pelham Smithers reviews who is at the top of the Japanese charts for the week to 27 Oct and flags potential calaysts.

PSA Autos / Mobility: Suzuki Motor (7269 JT) FY24 Q2 Results

Suzuki is the last automaker to report. Julie Boote notes that while the company does not suffer from the surge in incentives in China and the US, deteriorating market conditions her H2 outlook remains cautious.

PSA Media & Entertainment: Sony (6758 JT): FY24 Q2 Results

Sony produced an excellent set of results for FY24 Q2 but did not revise up the full-year guidance. Pelham Smithers reviews each division and notes that that with 1H OP at 56% of the full year guidance, it is on course to come in ahead of targets.

PSA Media & Entertainment: Sony (6758 JT): PS5 Pro Review / FY24 Q2 Pr...

Pelham Smithers takes us through the mixed review of the 7 Nov launch of the PS5 Pro and provides a preview of the FY24 Q2 results which are due out aftermarket on 8 Nov.

PSA Autos / Mobility: FY24 Q2 Results for Toyota (7203 JT) and Honda (...

Julie Boote reviews the latest performance from two of Japan’s large automakers.

Wedbush Morning Call - Nov 04 2024 7:09AM

Trump and Tesla/Musk; Walking Thru the Scenarios

General Motors Company: Update to credit analysis

Our credit view of this issuer reflects its competitive product portfolio and cost structure in North America, against its public and regulatory scrutiny of driverless operations.

PSA Autos / New Mobility: MMC (7211 JT) FY24 Q2 Results

The market seemed impressed with the Q2 performance, sending the shares up +9.3% on 31 Oct. However, analyst Julie Boote flags several concerns worth considering.

PSA Media & Entertainment: Video Games Round-Up

It has been a busy week for bean counters in the video games industry, with the release of global console sales data for September, US software and hardware markets for September, and weekly software sales for UK, Japan and Steam. These figures seem to paint a similar picture: hardware sales are bad, though not as bad as over the summer, while software sales are okay. Pelham Smithers elaborates.

PSA Autos / New Mobility: Toyota (7203 JT) FY24 Q2: Profits Set to De...

Toyota Motor (7203 JT) is likely to report a profit decline in FY24 Q2, as high expenses are set to more than offset moderate positive contributions from vol/mix/price and the currency. However, since this OP decline is anticipated (as per consensus numbers), the key focus should be on Toyota’s FY24 guidance: we view the automaker’s profit forecasts as conservative, leaving room for an upgrade.

Wedbush Morning Call - Oct 23 2024 7:10AM

Delivers a Juan Soto-like Quarter; Mojo is Back; Raising PT to $60

Delivers Robust Numbers as the Recovery Has Begun for the Detroit Stal...

Moody's Ratings announces completion of a periodic review of ratings o...

Moody's Ratings (Moody's) has completed a periodic review of the ratings of General Motors Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 14 October 2024 in which we reassessed the appropriateness of the ratings in the con...