TM TM Toyota Motor Corporation Loading... : Bullish and Bearish Analyst Opinions

Toyota's decision to move Tacoma production from Mexico to Texas threatens Mexico's auto industry and could impact supply chains beyond the Japanese automaker.

Toyota's San Antonio plant expansion will create 2,000 jobs and add 2.5 million square feet, doubling its size by 2030.

President Trump announces that Toyota is moving production from Mexico to the United States in Texas, calling it a big deal and a result of tariffs.

Toyota's announcement of moving Tacoma production to Texas as part of a $3.6 billion U.S. expansion is a factual corporate development without an explicit trade call.

Toyota announces a 3.6 billion dollar investment to relocate Tacoma pickup truck production from Mexico to Texas as reported by the White House.

Toyota is moving production of its popular Tacoma midsize truck from Mexico to San Antonio as part of a $3.6 billion investment in the Texas facility.

Toyota plans to move Tacoma production to Texas as part of a 3.6 billion dollar US expansion plan reported by the Wall Street Journal

Toyota Motor North America announces Tacoma production will shift from Baja California to San Antonio over four years.

Toyota Motor North America's expansion is expected to create 2,000 new jobs and double the size of its San Antonio plant by 2030.

Toyota Motor North America announces a 3.6 billion dollar investment to expand its San Antonio plant with a second assembly line.

Toyota is extending its factory production expertise to the emerging flying taxi sector.

Toyota's global sales fell 7.2% in May, marking the fourth consecutive monthly decline due to weak demand in China, according to Kyodo.

Toyota reports a fourth consecutive month of declining global sales due to Middle East disruptions and intense competition in China.

Toyota will temporarily shut its Kyushu Miyaya plant starting Thursday evening according to a Nikkei report.

General Motors faces competitive pressure as Toyota gains ground in US sales with growing demand for gasoline-electric hybrid vehicles.

Toyota plans to cut overseas production by 100,000 units according to a Nikkei report.

Toyota's hybrid RAV4 is in such high demand that used models are selling for more than the new-car price.

Japanese automakers failed EV transition, face decline

Toyota will resume production at 13 Japanese manufacturing plants starting Wednesday evening after a temporary shutdown.

Toyota reported U.S. sales of 238,800 units in May, a decline of 0.6% compared to the same month last year.

Toyota's US electric vehicle sales reached 137,031 units, increasing by 15.3% compared to last year.

Toyota Motor Engineering & Manufacturing is recalling 81,893 vehicles in the United States according to the National Highway Traffic Safety Administration.

News aggregator reports Toyota's profit warning driven by Middle East impact; no speaker opinion.

Autos have the lowest profit margin of all the sectors that we can look at. You're seeing job losses in auto manufacturing. The auto sector is highly cyclical and sensitive to interest rates on both the producer and consumer sides. Because their profit margins are already near zero, they cannot absorb the cost of supply chain shocks or pass higher prices onto a squeezed consumer. This forces them to cut jobs and lower forward guidance. SHORT. Automakers lack the profit margin buffer that the rest of the broader economy enjoys, making them highly vulnerable to the current "higher for longer" rate environment. A sudden drop in interest rates or the removal of tariffs could alleviate margin pressure and stimulate consumer demand for vehicles.

Oil prices are surging, making fuel efficiency a top priority for car buyers. The commenter notes that "the Toyota BZ is perfectly priced," implying that Toyota is well-positioned with affordable, fuel-efficient/electric options to capture market share from consumers shocked by high gas prices. Toyota's reputation for reliability and its lineup of hybrids and affordable EVs could see a significant demand boost in a high-oil-price environment, especially compared to US competitors. Toyota's EV offerings may not be as competitive or widely available as implied. A rapid drop in oil prices would reduce the urgency for consumers to switch to more efficient vehicles.

"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.

TOYOTA MOTOR WILL PRODUCE NEARLY 40,000 FEWER VEHICLES HEADED FOR MIDDLE EASTERN MARKETS - NIKKEI

TOYOTA TO CUT OUTPUT BY NEARLY 40,000 FOR MIDEAST-BOUND VEHICLES - 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.

A planned $19B sale of Toyota shares by strategic holders will create a significant supply overhang and selling pressure on the stock.