When Tesla plummeted, Toyota soared!

Mondo Finance Updated on 2024-02-06

Benefiting from the improvement of the ** chain problem and the weakening yen, Toyota's net profit in the fiscal third quarter surged 86%, while raising its annual net profit forecast to a record high.

On Tuesday, February 6, Toyota Motor announced its results for the third quarter of fiscal 2024 for the end of 2023. Sales in the fiscal third quarter were 1204 trillion yen, a year-on-year increase of 23%; Operating profit 168 trillion yen, a year-on-year increase of 76%; Net profit surged 86% year-on-year to 136 trillion yen.

At the same time, Toyota raised its annual net profit forecast to a record high, and it expects a net profit of 45 trillion yen ($30 billion), up from 395 trillion yen, beating analysts' estimates of 425 trillion yen, net sales are expected to be 4350 trillion yen, compared to the previous estimate of 4300 trillion yen.

After the earnings report, Toyota's Japanese stock rose nearly 5%, with a market capitalization of 5098 trillion yen, after Toyota's Japanese stock market for 5 consecutive days**, the market value broke the record set by telecommunications giant NTT in 1987.

On the other hand, Tesla's stock price has been hammered by the market in recent days, falling nearly 7% intraday, and the performance of the only "seven sisters" in the US stock market in the fourth quarter of 2023 did not exceed market expectations.

Toyota's better-than-expected performance was helped by strong demand, with Toyota noting in its earnings report that sales in all regions were strong in the first three quarters as the company recovered from the chip shortage.

Toyota Motor said last weekIn 2023, the Group's global sales (including the company's Daihatsu and Hino Motors) increased by 72%, reaching a record 11.2 million units, maintaining the crown of the world's No. 1 sales volume for four consecutive years. Toyota said:

Between April and December 2023, sales increased in all regions, at the same time:"Thanks to marketing and cost cutting, the surge in raw materials** since the pandemic was overcome, and the profit structure improved.

But despite Toyota's precedent for hybrid vehicles and the popularity of its Prius, critics say it has been slow to do so at a time when vehicle electrification is booming.

Toyota is currently playing catch-up, with its goal of selling 1.5 million electric vehicles annually by 2026 and 3.5 million by 2030.

Toyota also hopes to mass-produce solid-state batteries, which can charge faster than conventional batteries and provide longer range for electric vehicles.

In this regard, Tatsuo Yoshida, an automotive analyst at Bloomberg Intelligence, pointed out:

Even so, Toyota is unlikely to abandon hybrid vehicles, and in addition to the high cost, EVs face challenges such as limited range, charging infrastructure, resale value, and batteries**.

In addition, the improvement of the ** chain problem, pent-up demand, and a weak yen will continue to be beneficial for Toyota.

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