Professional
Added to YB: 2025-01-03
Pitch date: 2024-12-23
HMC [bullish]
Honda Motor Co., Ltd.
+16.52%
current return
Author Info
No bio for this author
Company Info
Honda Motor Co., Ltd. develops, manufactures, and distributes motorcycles, automobiles, and power products in Japan, North America, Europe, Asia, and internationally.
Market Cap
JPY 6.0T
Pitch Price
JPY 26.54
Price Target
41.00 (+33%)
Dividend
4.55%
EV/EBITDA
9.53
P/E
10.18
EV/Sales
0.67
Sector
Automobiles
Category
special_situation
Honda Motor Co., Ltd.: Honda and Nissan: Started Merger Talks to Defend Competition; Both Stocks Undervalued
HMC: Honda-Nissan merger talks by June 2025, creating world's 3rd largest auto group. Honda plans JPY 1.1T buyback. Both undervalued but lack compelling EVs. Honda targets 40% zero-emission by 2030, 100% by 2040. JPY 10T EV investment plan. High competition, cyclicality risks. FVE: JPY 2,000 Honda, JPY 700 Nissan.
Read full article (10 min)