TSE:7201
TSE:7201Auto

Is Mexico’s New Auto Tariff Policy Quietly Stress‑Testing Nissan (TSE:7201)’s Export‑Led Strategy?

Earlier this month, Mexico moved to raise import tariffs on cars to as high as 50%, a policy shift that threatens exporters such as Nissan Motor, Volkswagen, Hyundai and Maruti Suzuki that supply the Mexican market from India. This tariff push, framed as a way to protect Mexican jobs and manufacturing while responding to U.S. pressure over Chinese trade ties, puts fresh focus on how vulnerable Nissan’s global export model is to abrupt policy changes in key growth markets. We’ll now explore...
TSE:3197
TSE:3197Hospitality

Skylark Holdings (TSE:3197): Valuation Check After Strong Preliminary Sales and Same‑Store Growth

Skylark Holdings (TSE:3197) just released preliminary November numbers showing monthly sales up 111% year on year, with same store sales at 109%. Year to date, total sales climbed 113%, and same store sales rose 108%. See our latest analysis for Skylark Holdings. That upbeat sales momentum seems to be feeding into sentiment, with a roughly 16% 3 month share price return and a hefty 3 year total shareholder return of about 124%. This suggests investors see the recovery as firmly on track. If...