HM HMC Honda Motor Co., Ltd. American Depositary Share, each representing three (3) shares of Common Stock Loading... : Bullish and Bearish Analyst Opinions

Honda and GAC Group renew their joint venture agreement for GAC Honda Automobile, extending the partnership through 2038.

Honda Motor announces an agreement with GAC Group to continue their GAC Honda joint venture operations.

Honda Motor Co. is ending sales of its electric vehicles in the US, marking the latest pullback by a major automaker in response to tepid demand in the market.

Seeking Alpha reports Honda's pivot to AI data center storage via its Ohio plant, but the Quant system rates it a HOLD with no explicit author position.

Honda CEO Mibe warns that the company's inability to compete with fast-growing rivals could strain its auto business outlook.

Honda CEO Mibe states priority markets are the U.S., Japan, and India where competition from emerging forces is lower.

Honda, Nissan, and Mitsubishi are reportedly considering standardizing next-generation parts to reduce costs, according to Nikkei Asia.

Honda is recalling over one million vehicles in the United States due to a safety issue reported by the NHTSA.

Honda is recalling 880,514 vehicles in the United States according to a report from the National Highway Traffic Safety Administration.

Retired Honda Motor executives held private meetings to discuss the automaker's troubles and blamed CEO Toshihiro Mibe for the company's issues.

American Honda projects total sales of 148,903 units, representing a 9.9 percent increase from prior levels.

Honda recalls 99,000 vehicles due to a flaw that could cause unintended airbag deployment, as reported by Fox Business.

Bearish view on HMC as Honda's first annual loss as a listed company signals structural weakness, and the speaker sees a difficult turnaround ahead.

A significant charge of this magnitude will directly impact earnings and likely pressure the stock as the market digests the financial consequences of its strategic pivot.

Short Honda as the company is guiding for a significant full-year operating loss due to massive charges from a reassessment of its EV strategy.

The company's massive downward revision from a significant operating profit to a large operating loss signals a severe deterioration in its core business performance.

The company's guidance has swung from a substantial projected profit to a major loss for shareholders, indicating a direct and significant negative impact on equity value.

The company is explicitly guiding for losses due to a strategic failure in its EV program, signaling both immediate financial pain and a setback in a critical growth sector.

The company's forecast of extremely high operating costs and significant investment losses points to deep-seated operational and strategic issues that will pressure margins.

Shorting Honda based on the company's direct guidance for hundreds of billions of yen in extraordinary losses for its fiscal year 2026.

Shorting Honda as the company is publicly forecasting up to ¥2.5 trillion in costs and losses from its revised EV strategy, signaling severe financial impact.

"By the end of the seventies, you had Civics from Honda... The Japanese and German small cars really start to take off... American tastes really changed as people realized there was money to be saved." The speaker notes that US manufacturers recently pivoted *back* to big SUVs/trucks, calling it a "terrible moment" given the new oil spike. As gas prices rise, consumer demand will violently rotate back to fuel efficiency and hybrids. Toyota (TM) and Honda (HMC) are the historical and structural winners of this rotation, while US domestics (Ford/GM) are caught with the wrong inventory mix. Long Japanese automakers (TM/HMC) as a play on fuel efficiency and wallet-share shift. Trade tariffs or protectionist policies from the US administration blocking imports.

HONDA WILL START SELLING EV PRODUCED IN CHINA TO BUYERS IN JAPAN AS EARLY AS SPRING - NIKKEI

Honda is to import China-made EVs to bolster its Japanese lineup - Nikkei.

"Europe and Asia have a much bigger problem with energy than we do... Korean equities, Japanese equities got absolutely hammered... Japanese autos in particular led the weakness... they're all short energy." Japan and Korea are net energy importers. When Oil rises *and* the Dollar rises (the currency oil is priced in), their costs explode while their currencies devalue. This crushes margins for heavy manufacturers like Toyota (TM) and Honda (HMC) and hurts the broader indices (EWJ/EWY). Short exposure to Asian energy importers. A sudden drop in the US Dollar or a ceasefire reducing oil prices would reverse this pressure.