
NYSE:TM
This summary was created by AI, based on 2 opinions in the last 12 months.
Experts generally regard Toyota as a solid automotive company, impressively navigating the industry's complexities by diversifying its product lineup with a focus on hybrids rather than fully electric vehicles. Many argue that this strategy positions Toyota favorably against competitors and highlights its capital-intensive nature. Concerns about tariff ambiguities indicate that the automotive sector faces challenges, particularly with evolving assembly infrastructure in the U.S. Nevertheless, among automakers, Toyota is considered the most robust choice, despite broader sentiment about the unattractiveness of the automotive business at large. Notably, Subaru, which has connections to Toyota through a substantial ownership stake, is mentioned as a more affordable alternative with advantages from its collaboration with Toyota's supply chain.
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.