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    Inajima

    Senior Equity Analyst at Bloomberg

    Kirk Inajima is a Senior Equity Analyst at Bloomberg specializing in the Japanese technology and media sectors. He has covered prominent companies such as Sony, SoftBank, Nintendo, and Rakuten, providing in-depth analysis and actionable investment recommendations that have contributed to sector strategy performance. With a career spanning over a decade, Inajima joined Bloomberg in 2010 after holding research and investment roles at JPMorgan and Nikko Asset Management. He is recognized for his thorough sector insights, holds CFA charterholder status, and maintains active FINRA Series 7 and 63 registrations.

    Inajima's questions to HONDA MOTOR CO (HMC) leadership

    Inajima's questions to HONDA MOTOR CO (HMC) leadership • Q1 2026

    Question

    Mr. Inajima from Bloomberg asked about Honda's strategy to reverse 17 consecutive months of sales declines in China and requested an update on the reported collaboration discussions with Nissan.

    Answer

    CFO Eiji Fujimura acknowledged the ongoing difficulties in China, attributing them to the need for capacity adjustments and weak sales of the 'ES' EV series, which underperformed on price and intelligent features. He outlined plans to expedite improvements through over-the-air (OTA) updates and collaboration with Momenta on ADAS. Regarding Nissan, Mr. Fujimura stated that while discussions about potential collaborations are ongoing, nothing has been finalized or officially announced.

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    Inajima's questions to HONDA MOTOR CO (HMC) leadership • Q1 2026

    Question

    Inajima from Bloomberg asked about Honda's strategy to reverse the 17-month sales decline in China and requested an update on the reported supply discussions with Nissan for the US market.

    Answer

    CFO Eiji Fujimura acknowledged the difficult China market, stating their ES series EVs are underperforming on price and features, and they are expediting improvements with partners like Momenta. Regarding Nissan, he confirmed that while various collaborations are being explored, nothing has been finalized or officially announced.

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    Inajima's questions to HONDA MOTOR CO (HMC) leadership • Q1 2025

    Question

    Inajima from Bloomberg asked if high foreign exchange volatility was a primary reason for not changing the full-year forecast and inquired about the potential impact of increased U.S. tariffs under a different administration.

    Answer

    Executive Eiji Fujimura confirmed that Forex uncertainty was a key factor in maintaining the forecast, along with absorbing the profit impact from lower volumes in China. Regarding potential tariffs, he noted that Honda's exposure is limited by its low volume of complete built-up unit imports to the U.S. and its complementary production network across North America, which could mitigate some effects.

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    Inajima's questions to HONDA MOTOR CO (HMC) leadership • Q1 2025

    Question

    Inajima from Bloomberg followed up by asking if high foreign exchange volatility was a primary reason for not changing the full-year forecast and whether potential U.S. tariffs under a new administration could inadvertently benefit Honda.

    Answer

    Executive Eiji Fujimura confirmed that ForEx volatility is a key reason for maintaining the current forecast. He also noted that the negative profit impact from lower sales in China (affecting royalties and parts) is being absorbed by other efforts, allowing the JPY 1.24 trillion operating profit forecast to stand. Regarding potential tariffs, he stated it is difficult to predict the impact without specifics, but noted Honda's exposure is limited by not having large CBU (completely built-up) import volumes into the U.S. from many overseas regions.

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