Use access key #2 to skip to page content.

valunvesthere (< 20)

Analyzing Japanese car manufacturers stocks: Any opinions?

Recs

2

April 04, 2011 – Comments (1) | RELATED TICKERS: HMC , NSANY , TM

***REMEMBER WE'RE ALL ON THE MOTLEY FOOL PAGE AND WE AGREED TO FOOL'S RULES

6. Conduct • Post or transmit any content that is disruptive, uncivil, abusive, vulgar, profane, obscene, hateful, fraudulent, threatening, harassing, defamatory, or which discloses private or personal matters concerning any person;

The collected daily traded prices of Japanese car manufacturers stocks is from YAHOO FINANCE historical prices page. I've collected prices from between January 3/11 to April 1/11 and calculated:

* Lowest traded day price to April 1/11 closing price

* January 3/11 opening traded day price to April 1/11 closing traded day price

* Highest traded day price to lowest traded day price between January 3/11 to April 1/11

FROM LOWEST TRADED DAY PRICE BETWEEN JANUARY 3/11 TO CLOSING TRADED DAY PRICE IN APRIL 1/11

March 15/11 $77.36 April 1/11 $80.51  ≈ + 4.0719% Toyota Motor Corp. (NYSE: TM)

March 14/11 $36.51 April 1/11 $36.82  ≈ + 0.8491% Honda Motor Co. (NYSE: HMC)

March 14/11 $16.90 April 1/11 $17.59  ≈ + 4.0828% Nissan Motor Co. Ltd. (OTC US: NSANY.PK)

March 29/11 $63.00 April 1/11 $65.40  ≈ + 3.8095% Fuji Heavy Industries Ltd. (OTC US: FUJHY.PK)

March 28/11 $20.69 April 1/11 $21.55  ≈ + 4.1566% Mazda Motor Co. (OTC US: MZDAY.PK)

March 22/11 $21.06 April 1/11 $21.45  ≈ + 1.8519% Suzuki Motor Corp. (OTC US: SZKMF.PK)

March 17/11 $  1.12 April 1/11 $  1.26  = +12.5000% Mitsubishi Motors Corp. (OTC US: MMTOF.PK)

FROM OPENING TRADED DAY PRICE IN JANUARY 3/11 TO CLOSING TRADED DAY PRICE IN APRIL 1/11

January 3/11 $79.02 April 1/11 $80.51  ≈ + 1.8856% Toyota Motor Corp. (NYSE: TM)

January 3/11 $39.84 April 1/11 $36.82  ≈ - 7.5803% Honda Motor Co. (NYSE: HMC)

January 3/11 $19.00 April 1/11 $17.59  ≈ - 7.4211% Nissan Motor Co. Ltd. (OTC US: NSANY.PK)

January 3/11 $77.90 April 1/11 $65.40  ≈ -16.0462% Fuji Heavy Industries Ltd. (OTC US: FUJHY.PK)

January 3/11 $29.40 April 1/11 $21.55  ≈ -26.7007% Mazda Motor Co. (OTC US: MZDAY.PK)

January 3/11 $24.65 April 1/11 $21.45  ≈ -12.9817% Suzuki Motor Corp. (OTC US: SZKMF.PK)

January 3/11 $ 1.45 April 1/11 $  1.26  = -13.1034% Mitsubishi Motors Corp. (OTC US: MMTOF.PK)

FROM HIGHEST  TRADED DAY PRICE TO LOWEST TRADED DAY PRICE BETWEEN JANUARY 3/11 TO APRIL 1/11

March        1/11 $93.90 March 15/11 $77.36 ≈ -17.6145% Toyota Motor Corp. (NYSE: TM)

February 18/11 $44.56 March 14/11 $36.51 ≈ -18.0655% Honda Motor Co. (NYSE: HMC)

February   9/11 $21.80 March 14/11 $16.90 ≈ -22.4771% Nissan Motor Co. Ltd. (OTC US: NSANY.PK)

February   4/11 $93.91 March 29/11 $63.00 ≈ -32.9145% Fuji Heavy Industries Ltd. (OTC US: FUJHY.PK)

January   19/11 $31.05 March 28/11 $20.69 ≈ -33.3655% Mazda Motor Co. (OTC US: MZDAY.PK)

January   12/11 $25.45 March 22/11 $21.06 ≈ -17.2495% Suzuki Motor Corp. (OTC US: SZKMF.PK)

January   25/11 $  1.46 March 17/11 $  1.12 ≈ -23.2877% Mitsubishi Motors Corp. (OTC US: MMTOF.PK)

Note: All stock tickers are from YAHOO FINANCE and prices are from YAHOO FINANCE historical prices page

1 Comments – Post Your Own

#1) On April 27, 2011 at 8:11 PM, Onigato (57.94) wrote:

Looking at just the numbers isn't going to tell the whole story.

The recent earthquake and tsunami are going to have a big impact, not on this quarter, and possibly not even on Q2, but Q3 and Q4 are going to show the impact. TM and HMC are both reporting that domestic (Japanese) production is going to be side-lined until at least Q4 2011. Maybe not completely shut down, but running at reduced capacity.

NSANY.PK and MZDAY.PK will suffer sympathetic downturn, and possibly have production shortfalls themselves for a while, not because their plants are damaged, but because many of their supplier's plants were.

That said, I'm optimistic about all of these companies ability to not only recover in a timely manner, but to dominate the American markets. Nissan is releasing the Leaf, an all electric vehicle, Toyota is releasing the plug-in Prius, and all the automotive companies already produce some of the most fuel-efficent cars and light trucks on the road. With fuel prices seeming to have wings of Iccarus, and no melting in sight, fuel economy is big on consumer minds.

If these companies can get production back up quickly, I believe they will slowly rebound Q1 and Q2 2012 after a sharp drop following Q2 2011 reporting, staying low through the end of the year.

Report this comment

Featured Broker Partners


Advertisement