Analysts Conflicted on These Consumer Cyclical Names: Hyatt Hotels (H), Honda Motor Co (OtherHNDAF) and CAVA Group, Inc. (CAVA)
CARFAX: Which Vehicles Are the Most Reliable?
Citi Keeps Their Buy Rating on Honda Motor Co (HNDAF)
Iwai Cosmo Upgrades Honda Motor Outperform From Neutral Plus; Price Target Is 1,950 Yen
Express News | Honda: To Resume Car Production at Plants in Saitama, Suzuka, Yokkaichi From Aug 20
Afternoon Session [Notable Movers & Actively Traded Stocks]
* GenePa <3195> 638 +41: July sales rose 63.3%, marking a further acceleration in growth from the 40.4% increase recorded in June. * Frutta <2586> 82 -10: Reported an operating loss of JPY 92 million for the first quarter, turning from an operating profit of JPY 161 million in the same period last year. * BUYSELL <7685> 3400 +235: Operating profit for the first half increased by 90.8%. * AnyMind <5027> 723 +100: Operating profit for the first half rose 41.6%, recovering from a 35.2% decline in the first quarter.
Today's flows: 08/17 Kioxia Holdings saw an inflow of JPY¥ 215.95 billion, NEXON saw an outflow of JPY¥ 7.94 billion
On August 17th, the TSE Main Market saw an inflow of JPY¥ 1.81 trillion and an outflow of JPY¥ 1.63 trillion.$Kioxia Holdings(285A.JP)$, $Fujikura(5803.JP)$ and $JX Advanced Metals(5016.JP)$ were
Analysis indicates that Japan's automotive industry has been hit by the dual blow of a yen rebound and conflict in the Middle East.
Japanese automakers are facing risks stemming from the impact of the Iran conflict and a potential rebound in the yen. Toyota (7203.JP), Honda (7267.JP), and Nissan (7201.JP) benefited from the historically weak yen in their most recent quarterly results; the first two raised their full-year forecasts, while the latter recorded its first profit in approximately two years. However, external factors may not remain favorable in the future. In early August, the U.S. Treasury and Japan’s Ministry of Finance rarely joined forces to intervene by buying the yen after it fell below 163 against the dollar, hitting a 40-year low. As Japanese automakers have long relied on a weak yen to make their exported vehicles
Morning Session [Active Stocks / Executed Trades]
* FIG <4392> 1,241 +191: Buying momentum remains dominant, continuing from the previous week's close. * Gifty Group <590A> 1,336 +148: First-half performance is progressing steadily toward achieving full-year targets. * IBJ <6071> 939 +98: Revised earnings and dividend forecasts upward for the fiscal year ending December 2026. * KeePer Tech <6036> 3,235 +277: Operating profit for the fiscal year ending June 2027 is projected to increase by 30%. * Management Solutions <7033> 1,659 +139: First-half results showed double-digit growth.
Syns, Suntory BF, etc. (Additional) Rating
Upgrades - Bullish Code Company Name Brokerage Previous Revised ------------------------------------------------------------ <8308> Resona HD JPM "Neutral" "Overweight" <8871> Goldcrest SMBC Nikko "3" "2" <9104> Mitsui O.S.K. Lines SBI "Neutral" "Buy" Downgrades - Bearish Code Company Name Brokerage Previous Revised -----------------------
Yen Appreciation Becomes “Hidden Killer” of Japanese Equities: Exporters’ Earnings Beat Expectations Yet Stocks Remain Weak as FX Tailwinds Fade
The outlook for the Japanese yen remains uncertain, raising the threshold for Japanese corporate earnings to exceed expectations.
ATV and UTV Tires Market to Reach USD 2.31 Billion by 2035 as U.S. Powersports, Premium Side-by-Sides and Farm Utility Demand Accelerate, Reports Radial Insights
Surging gasoline prices are boosting China's EV exports.
[EV] Reports indicate that Chinese EV manufacturers are among the forces that do not wish for an early end to the war in Iran. Chinese EV makers started the year facing excessive inventory and sluggish domestic demand, but the crisis in the Middle East has reportedly helped them escape this predicament through exports, as soaring gasoline prices accelerate the shift to electric vehicles. <7203> Toyota <6758> Sony G <6752> Panasonic
Today's flows: 08/12 Kioxia Holdings saw an inflow of JPY¥ 32.99 billion, Advantest saw an outflow of JPY¥ 4.89 billion
On August 12th, the TSE Main Market saw an inflow of JPY¥ 1.69 trillion and an outflow of JPY¥ 1.59 trillion.$Kioxia Holdings(285A.JP)$, $Furukawa Electric(5801.JP)$ and $Mitsubishi UFJ Financial
Shindengen Electric Manufacturing [5% Rule]
Shindenko Kogyo Co., Ltd. — Shareholding ratio in Honda Motor Co., Ltd.: 11.47% → 7.70%. Reporting obligation triggered on August 7, 2026.
Captain "Red" Flowers and the National Pediatric Cancer Foundation Relaunch The Great Loop Challenge to Raise $1 Million for Kids Fighting Cancer
Wholesale Used Car Prices Rise in July, Led by a Jolt in EV Pricing
Express News | As the benefits of the yen's depreciation are realized, Japanese companies are increasingly revising their earnings forecasts upward.
UK Pledges Nearly £130M for Zero-emission Vehicle Tech; Auto Stocks in Focus
America's Electric Honeymoon Is Over. EV Owners Must Work Out Where to Go Next. -- WSJ