Automobile Manufacturers

Toyota Motor

Today’s Key News Recap

SONY

6758

NVDA

TECH

N6FD

TOYOF

000725

200725

300274

GOOG

GOOGL

09626

BILI

01810

81810

HXXD

XIACY

Apr 1 | Dolphin Focus: 🐬 Macro/Industry: Leaders of the US and Iran signaled openness to ending hostilities, easing fears of a broader Middle East war. On the back of this, US stocks closed higher on Tue as intl crude pulled back, with WTI and Brent both down, easing inflation worries. In addition, the White House said Trump will address the nation at 9pm ET Wed (9am Beijing Thu) to provide a major update on Iran.🐬 Single stocks: 1) $Taiwan Semiconductor(TSM.US) TSMC's Japan JASM Fab 2 has been upgraded from 6nm to 3nm...

Sony

Sony Group Corporation

Mirae Asset Global Investments Co., Ltd.

NVIDIA

Bio-Techne

TM ADR US

Toyota

Blackstone

Taiwan Semiconductor

Sungrow Power Supply

Alphabet - C

Alphabet

BILIBILI-W

Bilibili

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

HK market kicks off Apr. with a rally; BILI overhauls recommendation engine | Daily News Recap

Conference Minutes

01211

002594

BYDDY

BYDDF

81211

00285

HYDD

The company targets a 50/50 split between overseas and domestic markets. This is the share mix it aims to achieve.

BYD COMPANY

BYD Company

BYD Company Limited

BYD COMPANY-R

BYD ELECTRONIC

BYD HK SDR 10to1

BOYD Gaming

BYD (4Q25 Trans): 2026 overseas sales target 1.5mn+ units

Financial Analysis

09868

XPEV

$BYD COMPANY(01211.HK) released its 2025 Q4 results after the HK close on the evening of Mar. 27 (Beijing time). Key points:1) Revenue beat but driven by BYD Electronics; auto sales revenue in line: In Q4, total revenue was RMB 237.7bn, slightly above the RMB 236.7bn consensus, mainly on strong QoQ growth in non-core businesses, notably BYD Electronics.Auto sales revenue was RMB 181.5bn, in line with expectations, but vehicle ASP continued to trend down.2) Vehicle ASP still on a downward path: Vehicle ASP remains on a downward trajectory.In Q4...

XPENG-W

XPeng

BYD: Crown Lost; A 'Toyota' Abroad Next?

Toyota Egypt Enters EV Market with Launch of bZ4X and Lexus RZ

Chinese Automakers' Share in South Africa Rises to 16.8%, Auto Exports Drop Amid Tariffs

Taiwan Toyota Launches All-New LEXUS ES Starting at 1.77 Million TWD, Raises Annual Sales Target to 3,000 Units

Toyota Applies to Build $2 Billion Auto Assembly Plant in Texas

Toyota Recommends Oil Change Due to Supply Shortage

Sierra Club Criticizes Toyota's Forecast Downgrade and Alleges Consumer Misinformation

Toyota Becomes a Seed Limited Partner in SPARX Mirai Creation Fund IV

Toyota's New Plant in India to Produce New SUV Model

Toyota to Build a New Car Manufacturing Plant in India

Toyota Motor released FY2026 Q4 earnings on May 8 During-Market (EST), actual revenue USD 78.88 B (forecast USD 79.43 B), actual EPS USD 3.9262 (forecast USD 2.686)

Toyota Motor released FY2026 annual earnings on May 8 During-Market EST, actual revenue USD 334 B (forecast USD 318.22 B), actual EPS USD 19.4562 (forecast USD 18.6417)

FactSet lowers Toyota Motor's 2027 EPS forecast

Toyota expects BEV sales growth to be supported by China, Europe, and North America this fiscal year

Toyota Bears the Burden of US Tariffs

Toyota predicts 20% profit decline for current fiscal year

Toyota expects USD to JPY average exchange rate to be 150 in the current fiscal year

Toyota Reports Q4 Net Profit Exceeding Expectations

Toyota Announces Projected Full-Year Net Profit of 3.00 Trillion Yen

Toyota expects North American sales to reach 2.99 million units in fiscal 2026/27

Toyota Announces FY2026 Financial Forecast

NextNRG

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

InMed Pharmaceuticals

Amesite

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Meiwu Tech

CN Energy

MetaVia

Generation Income Properties

Co-Diagnostics

Toyota Motor Corporation (TM.US) Q2 2025 Earnings Conference Call

7203

One dealer is asking $66,503 for a RAV4 that stickers for $49,211

Toyota Motor Corp.

Toyota Motor Corporation ADRhedged

Gas prices send buyers to RAV4 hybrids, Toyota dealers hit them with $15,000 markups

7267

CARZ

CARU

Ladybug Resource Group, Inc. highlights CEO Shicai Li's expertise in bridging Japanese lean management with industrial AI innovation. With a background in high-end automotive manufacturing, Li's leadership aims to enhance the company's competitive edge in the Global Electric Vehicle supply chain. His experience at Toyota, Honda, and Panasonic has shaped a management philosophy focused on operational efficiency. The company is committed to sustainability and compliance, leveraging AI to provide precision components and scalable solutions for the automotive industry.

- Ladybug Resource Group, Inc. highlights Mr. Shicai Li's leadership in bridging Japanese lean management with Industrial AI for enhanced automotive manufacturing.  
- With nearly 20 years of experience from Toyota, Honda, and Panasonic, Mr. Li has integrated lean practices into a scalable AI-driven platform, improving supply chain solutions for the global EV market.  
- Under his guidance, the company has achieved stringent environmental certifications, aligning its operations with sustainability standards required by US and European automakers.

Honda Motor

Honda Motor Co., Ltd.

First Trust S-Network Future Vehicles & Tech ETF

Max Auto Industry 3X Leveraged ETN

Panasonic Corporation

Ladybug Resource Group, Inc., Strategic Lead Shicai Li: Bridging Japanese Lean Management With Industrial AI Innovation

HSBA

HSBC

HSBH

HSBC warns that a prolonged conflict in Iran could increase demand for electric vehicles as fuel prices rise. Additionally, Toyota has issued a bulletin regarding temporary substitutions for scarce motor oil grades due to supply disruptions from Middle East instability. Damage to Qatari refineries and potential closures of the Strait of Hormuz may lead to shortages in base oil supplies, risking empty store shelves in the coming weeks.

- HSBC warns that escalating tensions in Iran could increase demand for electric vehicles due to rising fuel prices and anticipated shortages.  
- Toyota indicates that a dealer bulletin suggests temporary alternatives for limited motor oil grades because of petrochemical supply issues caused by Middle East instability.  
- Disruptions at Qatari refineries and potential closures of the Strait of Hormuz may severely impact base oil supplies, risking empty store shelves in the near future.

HSBC Holdings Plc

HSBC Holdings plc ADRhedged

HSBC HOLDINGS

HSBC 5xShortSG241213

HSBC warns Iran war could fuel EV demand surge

NSANY

7201

Toyota has warned dealers of a motor oil shortage, advising them to substitute certain oil grades temporarily. Other companies like Mobil, Shell, Nissan, and AutoZone are also preparing for potential shortages. The ongoing Iran war has significantly impacted U.S. Group III base oil imports, exacerbating the supply crisis.

Nissan Motor

Nissan Motor Co., Ltd.

Exxon Mobil

Shell

AutoZone

Shell PLC

Toyota warns dealers of motor oil shortage amid supply crisis

Toyota Egypt Group has officially entered the electric vehicle market with the launch of the Toyota bZ4X and Lexus RZ models. This move aligns with Egypt's green transformation vision, emphasizing Japanese expertise in quality and innovation. The bZ4X features a 73 kWh battery, offering a range of up to 567 km and advanced safety systems. CEO Ahmed Monsef highlighted the significance of this launch in enhancing Toyota's legacy in Egypt, while the Japanese Ambassador praised the collaboration between Japan and Egypt in promoting sustainable mobility solutions.

- Toyota Egypt Group has launched its first electric vehicles, the Toyota bZ4X and Lexus RZ, marking its entry into Egypt's electric vehicle market.  
- Both models utilize the advanced e-TNGA platform and feature 100% Japanese battery technology, emphasizing performance, reliability, and quality.  
- This initiative supports Egypt’s green transformation vision, aiming to reduce emissions and enhance sustainable mobility in the region.

Zawya

Panasonic Holdings Corporation

ZAWYA: Toyota Egypt Group announces its entry into the electric vehicle era with the launch of two new models

Toyota's recent hydrogen truck initiative involves a deal for 40 Class 8 trucks in Southern California, supported by a refueling infrastructure in Ontario. However, this move reflects a controlled deployment rather than a robust market demand for hydrogen trucks. Despite Toyota's significant investments and partnerships in hydrogen technology, challenges such as high fuel costs and insufficient customer demand persist, raising questions about the viability of hydrogen as a mainstream transportation solution.

- Toyota's push in the hydrogen truck market involves a deal for 40 Class 8 trucks in Southern California, backed by infrastructure development and salvaged assets from ex-Nikola executives.  
- Despite Toyota's extensive involvement in various hydrogen-related projects, the overall hydrogen market faces significant challenges, including high costs and declining consumer demand, particularly in California, where retail hydrogen prices have risen sharply.  
- As battery-electric vehicles gain traction, Toyota's hydrogen strategy appears increasingly ineffective, needing a shift from broad market creation to a more specialized approach focused on evidence-based applications.

Toyota Motor(TM.US)

Gas prices send buyers to RAV4 hybrids, Toyota dealers hit them with $15,000 markups

Ladybug Resource Group, Inc., Strategic Lead Shicai Li: Bridging Japanese Lean Management With Industrial AI Innovation

HSBC warns Iran war could fuel EV demand surge

Toyota warns dealers of motor oil shortage amid supply crisis

ZAWYA: Toyota Egypt Group announces its entry into the electric vehicle era with the launch of two new models

Toyota Keeps Trying To Assemble A Hydrogen Market That Refuses To Form