Japan Autos, Auto Parts and Auto Tech Sector: Automobile sector strategy: Upgrading stance from bearish to neutral
Report Coverage
- Broker
- UBS
- Region
- United States, Japan
- Sector
- Industrials & Advanced Manufacturing
- Report Type
- Industry Report
- Primary Focus
- Japan Autos, Auto Parts and Auto Tech Sector
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Report Summary
We are revising our earnings forecasts based on a ¥160/$ assumption. We are upgrading our sector stance to neutral, upgrading our rating on Isuzu Motors to Buy and We recommend with Buy ratings Suzuki Motor and Isuzu Motors, the winners in Global South markets, and Toyota Motor, which has completed its profit structure transformation. We view US exposure as a short-term negative factor due to tariffs and intensifying competition and thus have Sell ratings on Subaru and Nissan Motor. We also have a Sell rating on Archion due to its unattractive valuation. Figure 3: Rating, price target and EPS changes JPY bn Rating Price Target (¥) EPS FY3/27 FY3/28 FY3/29 Prev
Key Takeaways
- 0% of sales, or ¥100,000 per vehicle (Figures 9-10), as well as sluggish sales in the
- Share price performance
- 10% JPY/CAD 1.2% 0.1% 1.8% 0.5%
- 20% JPY/BRL 0.4%
- 24% JPY/GBP 0.0% 0.0% 0.4% 0.1%
- 30% JPY/THB -0.7% 0.1% -0.8% 0.0% 2.0% 0.5%
Why This Report Matters
UBS's 18-page analysis on "Japan Autos, Auto Parts and Auto Tech Sector: Automobile sector strategy: Upgrading stance from bear" provides institutional-grade insights for investors and professionals seeking to understand current market dynamics and investment implications in this space.
Topics Covered
Companies Mentioned
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This summary is for users researching the UBS Japan Autos, Auto Parts and Auto Tech Sector report. It helps users review Japan Autos, Auto Parts and Auto Tech Sector: Automobile sector strategy: Upgrading stance from bearish to neutral coverage, key takeaways, and related broker or sector research paths across profit, tariff, Japan; June, Japan Autos.
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