
NYSE:TM
This summary was created by AI, based on 2 opinions in the last 12 months.
Experts have differing opinions on Toyota (symbol TM-N), highlighting both its strengths and challenges. One reviewer praises Toyota's strategic focus on hybrids rather than electric vehicles (EVs), indicating a solid, stable presence in the auto market. This expert notes the company's resilience in the face of capital intensity and consumer spending sensitivity, suggesting it is one of the most reliable automakers. Conversely, the second expert points out the uncertainty surrounding tariffs and how they may influence the assembly landscape in the U.S. while describing Toyota as a decent industrial player amidst a generally unattractive auto industry. Additionally, this reviewer mentions Subaru as a more cost-effective option that benefits from its relationship with Toyota, providing a comparison between the two companies.
Your views on Toyota (TM-N) and Honda (HMC-N) with consideration of currency risk? Japanese automakers have done a good job of managing currency risks by moving production to where their customers are, so currency risk is less of an issue. The whole auto sector is hurting with Europe being down. This is an economic sector which is global. US automakers have gained back a lot of ground. This is neither expensive nor cheap. Fairly valued.
If Yen weakens then this is the best play on the Yen. 52% of sales in US. Profit margins are high and getting higher. Balance sheet great.