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Nomura Securities Maintains a 'Buy' on Toyota Motor (TM); Superior Hybrids; Steady Cost Restructuring

February 8, 2012 11:51 AM EST
TM Hot Sheet
Rating Summary:
    3 Buy, 0 Hold, 0 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 20 | Down: 11 | New: 38
Nomura Securities maintains a 'Buy' on Toyota Motor (NYSE: TM), PT Yen 3,900.

Analsyt Masataka Kunugimoto, said, "We commend Toyota’s superiority in hybrid vehicles and its steady behind-the-scenes cost restructuring. The stock is trading at 8x our EPS forecast for 14/3, by which time the impact of eco-car subsidies is likely to have disappeared, and this represents a heavy discount to the 11x average for the NOMURA 400 (ex financials). Over the medium term, we expect the full-fledged uptake of hybrid vehicles to play to Toyota’s technological superiority, and we also commend its cost restructuring moves based on a shift to local production, including for engines and transmissions. We obtain our target price of ¥3,900 by applying a target P/E of 11x to our 14/3 EPS forecast."

For an analyst ratings summary and ratings history on Toyota Motor click here. For more ratings news on Toyota Motor click here.

Shares of Toyota Motor closed at $79.61 yesterday, with a 52 week range of $60.37-$93.90.


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