HNDAF News and Press, Honda Motor Co. Ltd. From 02/14/23

Summary Honda’s unit volume sales in the U.S. fell by 33% in 2022, but saw a 14% rebound in January 2023. Honda is now guiding for 20%-25% unit growth for the U.S. market in 2023. This will be driven by all the new product introductions from the second half of 2022. Given the...

Honda Motor Co-founder Takeo Fujisawa to be Inducted into Automotive Hall of Fame Detroit, Michigan, Feb 13, 2023 - (JCN Newswire) - Takeo Fujisawa, co-founder of the Honda Motor Co., Ltd., will be inducted into the Automotive Hall of Fame at its awards ceremony at The Fillmore Detr...

Summary Global electric car sales Dec. 2022 were an estimated 1.1 million+. China sales up 83% YoY to 30% share. Europe up 147% YoY to 38% share. US ~7% share. EV market news - UK's petrol and diesel sales eroded as EV sales surged 40% in 2022. China new-energy vehicle sales, shipments ...

Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy outperformed its benchmark, as strong ...

Summary Ford is down substantially today on the news of new major discounts offered by Tesla. Ford isn't the only auto manufacturer either. All of the top five largest auto manufacturers are down on the news. In the following piece we divulge our take on the outcome of the ensuing p...

Summary You don't have to pick the winner between internal combustion engine or electric vehicle sales growth in future years if you own a main parts supplier to both. BorgWarner is perhaps the best positioned to benefit from any upturn in auto manufacturing demand industrywide. A c...

Summary Global electric car sales Nov. 2022 were an estimated 1million+. China sales up 50% YoY to 35% share. Europe up 26% YoY to ~28% share. US ~6% share. EV market news - By 2029, electric vehicles could account for a third of the North American market and about 26% of vehicles produ...

Summary I'll present a case study on how Toyota grew profits 22% per annum from 1995 to 2005, but saw its stock grow at just 7% per annum. While EVs have been the cool place to be, Honda's dominance in the motorcycle market goes unnoticed. Tesla's profit margins could shrink as chea...

Summary The 1-year dividend adjusted returns for 2022 are +13.1% beating the S&P 500 by +32.54% and Nasdaq by +46.20% in the worst market since 2008. The past 5 value portfolios have returned: Jul 2022 +5.62%, Jan 2022 +7.77%, Jul 2021 +1.50%, Jan 2021 +78.44%, Jul 2020 +68.18% not ...

Summary I have not been optimistic on Tesla, Inc.'s price future for several years, with a normalized growth-valuation price target of $100. Elon Musk's Twitter management chaos and related Tesla share selling (to fund its take-private purchase) have hurt both the Tesla brand and stock ...