Hideo Arimura Quotes

Automakers are still cheap relative to their earnings outlook.

- Hideo Arimura

Tags

Automakers | Cheap | Relative | Earnings | Outlook |

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The latest GDP figure confirms Japan's economy is now on a solid recovery trend with consumer spending, wages and employment all showing improvement. There are more than enough reasons to expect that domestic demand-related stocks will rise further. - Hideo Arimura

Investor confidence about profits at exporters is getting much stronger. The dollar's advance is a major support for the bullish outlook. - Hideo Arimura

TDK faces a long-term struggle to get orders and take back market share, which they will probably lose because of Seagate's acquisition. - Hideo Arimura