2013년 4월 2일 화요일
toyota, weak yen, low PER
http://www.businessweek.com/articles/2013-03-21/from-japans-weak-yen-toyota-gains-strong-advantage
"Morgan Stanley (MS) estimates the currency boost to operating profits at about $1,500 per car, while Detroit carmakers put the figure closer to $5,700."
"Toyota enjoys a special edge because it exports more than 2 million vehicles from Japan annually, according to a recent analysis by Deutsche Bank (DB)."
"Toyota may use its yen-effect benefits elsewhere."
http://www.marketwatch.com/story/are-japanese-auto-stocks-set-to-drive-higher-2013-04-01
"Toyota is expected to finish out 2013 with $25.04-per-share in annual earnings, a stark comparison to the $9.12 it earned per share in 2012. Estimates for 2014 look for the growth to continue, as analysts look for $31-per-share in annual earnings. This works out to a forward PE of 3.4 times 2014 earnings, so Toyota is, in fact, rather cheap on a straightforward P/E basis."
2012 eps 9.12
2013 eps 25.04
2014 eps 31
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