Q: Last September, you preferred HMC to TM, deeming the former both better and less expensive. Since then, HMC's price has reclaimed its previous high, while TM's has exceeded its high by ~50%, yet their P/E ratios are both miniscule and near-equivalent (0.14 and 0.13, respectively, according to your database.)
Do you still prefer HMC? I ask as TM's semi-contrarian approach to vehicular electrification is starting to look like a better fit with orthodox market expectations than their competitors'.
And what's going on with those P/E ratios? Stellantis and GM are ~5, Ford is ~11; is this much disparity even plausible?
Do you still prefer HMC? I ask as TM's semi-contrarian approach to vehicular electrification is starting to look like a better fit with orthodox market expectations than their competitors'.
And what's going on with those P/E ratios? Stellantis and GM are ~5, Ford is ~11; is this much disparity even plausible?
Q: Hi Peter, do you see and opportunites in the Auto space ? Anyone currently looking to purchase new may steer away from the big 3; Thank you.
Q: What are your thoughts on Honda.