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Feb 17
|
|
$245.51
$243.20
-0.9%
|
N/A
|
Finnhub News
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— |
Finnhub - TM
Toyota Launches Rugged bZ Woodland Electric S...
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Feb 15
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$248.29
$243.20
-2.1%
|
WATCH
|
Ed Glazer
Economics Professor, Harvard University
|
Glazer contrasts the bus industry with the auto industry: "Between 1995 and 2025, the quality adjusted cost of a new car dropped by 40%... The miracles of low cost come from scale economies." The bus industry is broken because it ignores the manufacturing principles of GM and Toyota. If the bus market reforms toward standardization (as Johnson suggests), it either opens the door for these auto-giants to enter the market with their superior scale, or they serve as the benchmark for how manufacturing *must* evolve. WATCH for entry into the mass-transit hardware space or partnerships with transit agencies. They remain focused solely on consumer vehicles and ignore the B2G (Business to Government) market. |
Bloomberg Markets
How America Ended Up Paying So Much for Publi...
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Feb 12
|
|
$241.64
$243.20
+0.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - TM
Russia Sidesteps Ukraine Sanctions As Thousan...
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Feb 12
|
|
$241.64
$243.20
+0.6%
|
LONG
|
Lisa Du
Asia Investment Reporter, Bloomberg
|
Today is the deadline for Toyota's tender offer to take its unit private; Elliott Management is pushing back, arguing the offer is too cheap. This is a test case for Japanese Corporate Governance. Activists like Elliott are "hunting big game" in Japan. If Toyota is forced to pay more or restructure, it signals that shareholder value is finally paramount in Japan. Bullish on the value-unlocking theme within the Toyota group and broader Japanese equities. Toyota management digs in and refuses to negotiate, dampening the governance reform narrative. |
Bloomberg Markets
US House Defies Trump on Canada Tariffs | The...
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