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    Limited Impact to Honda Stock from Shifts in Japan Vehicle Sales

    Japan’s automobile market has gradually declined over the past few years, due to several factors: a) reduced consumer spending because of recession, b) aging population, and c) a tendency of customers to extend their new vehicle replacement...


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    Looking at Toyota’s Sales Impact from Quake

    Toyota Motor Corporation (NYSE:TM) is the world’s largest automaker by sales and is headquartered in Japan. Here we consider some downside scenarios to its stock value from lower sales and higher capital expenditures after Japan’s earthquak...


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    Honda’s Financing Unit Sees Lower Profitability Ahead

    Honda’s (NYSE:HMC) operating margin from its vehicle lease & loans division has risen phenomenally from 29% in 2005 to almost 65% in 2009 led by several factors: a) lower interest rates during 2007-08, b) a decrease in its allowance for...


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    Honda to Take its Lumps in Japan but Will Bounce Back

    Honda (NYSE:HMC) is one of Japan’s leading automakers and the recent earthquake and nuclear disaster will take its toll on the company. As the eighth largest car manufacturer based upon global vehicle sales in 2010 and the third largest in Japan,...


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    New Coverage: $45 Trefis Price Estimate for Honda

    Honda Motor Co Ltd. (NYSE:HMC) develops, produces and manufactures a variety of motor products, ranging from small general-purpose engines and scooters to specialty sports cars. Honda competes with players like Toyota (NYSE:TM), GM (NYSE:GM), For...



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    Ford’s Improving Car Share in North America

    Ford’s (NYSE:F) car market share in North America is seeing a recovery after declining during 2007-08 due to the global economic crisis. The company’s share has increased from an estimated 8% in 2007 to 10% in 2009 and we expect this ...


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    Ford’s Truck Market Share Improving

    Ford’s (NYSE:F) truck market share in North America has picked up in recent years from a low of around 16% in 2005 to about 20% this year. Ford competes with automobile players like Daimler (NYSE:DAI), Honda (HMC), GM (NYSE:GM) and Toyota (...

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