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Julie Boote
  • Julie Boote

PSA Autos /New Mobility: The Case for Honda (7267 JT) over Toyota (720...

Having published the latest PSA Focus List in the 30 June Japan Stock Market Strategy report, Julie Boote explains why there are short-term positives for Honda over Toyota.

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...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 1Q25 – Autos: recovery on track. Expect strong momentum through ...

Today, we are publishing the automotive section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Auto semi revenues declined, reflecting the ongoing inventory correction. However, nearly all companies have now called the bottom. We expect strong sequential momentum through 2025, which should suppor...

Julie Boote
  • Julie Boote

PSA Autos: US Auto Import Tariff Impact on Japanese Assemblers

Autos analyst Julie Boote reviews the FY25 earnings outlook at the automakers as some attempt to take tariffs into account.

Daniel Ives ... (+3)
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
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.

Daniel Ives ... (+4)
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
Pelham Smithers
  • 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.

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