HNDAF News and Press, Honda Motor Co. Ltd. From 06/06/22

Global electric car sales April 2022 - Up 38% YoY, reaching 10.2% share. China sales up 61% YoY to 29% share. Europe sales were down 1% YoY to 19% share. EV market news - Q1 2022 EV sales limited by supply. IEA: Global EV sales strong in 2022. Global tipping point, 52% of car buyers w...

Tesla's normalized math-based valuation remains far lower than its current price, largely a function of rising inflation/required discount investment rates. A slowing global economy and a jump in EV competition are real-world risks to future Tesla investment gains. One bright spot...

Honda Motors (NYSE:HMC) reports U.S. sales slipped 57.3% Y/Y to 75,491 units in May. Car sales -67.3 Y/Y and trucks sales -50.7% Y/Y for the month. YTD U.S. sales fell 36% Y/Y to 435,159 units. Car sales -41.2Y/Y and trucks sales -33% Y/Y. Sales in the Honda division down 56.5% Y/Y ...

New commercial vehicle registrations in the European Union fell 27.1% to 125,034 units in April, followed by 24.9% decline in March. On YTD basis, demand for commercial vehicles in the EU decreased by 20.3%. All vehicle segments saw declines due to supply chain and Russia-Ukraine wa...

The auto industry is entering a steep S-curve disruption. Legacy carmakers unable to rapidly transition to BEVs will lose market share and risk collapse and bankruptcy. Lithium battery supply chains are expanding to support the BEV transition. But geopolitical instability and inevitab...

Aristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. For Q1 2022, Aristotle Capital’s International Equity ADR Composit...

Aristotle Capital Management is an independent/employee-owned investment management organization that specializes in equity and fixed income portfolio management for institutional and advisory clients worldwide. For Q1 2022, Aristotle Capital’s International Equity Composite po...

Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...

Global electric car sales March 2022 - Up 60% YoY reaching 15% share. China sales up 118% YoY to 26% share. Europe sales were up 10% YoY to 22% share. EV market news - Biden invokes Defense Production Act to boost EV battery production. Electric car sales soar despite ballooning batte...

Honda Joins the "30 by 30 Alliance for Biodiversity" in Japan TOKYO, Apr 26, 2022 - (JCN Newswire) - Honda Motor Co., Ltd. today announced that it has joined the "30 by 30 Alliance for Biodiversity" ("30 by 30 Alliance") that is committed to pursuing conservation of biodiversi...