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    Nagae

    Research Analyst at TV Station (Unspecified)

    No available sources or credible public records could be found identifying an analyst named Nagae working at a TV station or outlining their professional profile, credentials, coverage, or track record. Consequently, there is no verifiable information regarding Nagae's job title, companies covered, performance metrics, career history, or qualifications. Without a validated LinkedIn profile or supporting data, a comprehensive and accurate professional description cannot be supplied.

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

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

    Question

    An analyst from TV Nagae inquired about Honda's approach to vehicle price increases to offset tariff costs and questioned why the full-year forecast appears conservative despite strong Q1 results.

    Answer

    CFO Eiji Fujimura stated that while price hikes are part of the plan to recover tariff costs, Honda is proceeding cautiously, monitoring the U.S. economy and competitor pricing. He explained the forecast's conservatism is due to several factors: a JPY 140/USD exchange rate assumption, historically higher SG&A and R&D expenses in the second half of the fiscal year, and an initial forecast that included a buffer for a potential recession which has not yet materialized.

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

    Question

    Nagae from a TV station asked about Honda's plans for vehicle price hikes to offset tariff costs and questioned why the full-year forecast appears conservative despite strong Q1 results.

    Answer

    CFO Eiji Fujimura stated that while price hikes were part of the tariff recovery plan, Honda is acting cautiously as competitors are not raising prices. He justified the full-year forecast by noting that the strong Q1 benefited from a revised exchange rate assumption and that major expenses, such as SG&A and R&D, are typically weighted toward the second half of the fiscal year.

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

    Question

    Asked about the company's strategy for passing tariff costs to consumers through price hikes and questioned the seemingly conservative nature of the full-year forecast given the strong first-quarter progress.

    Answer

    The company plans for price hikes to cover about half of the tariff impact but is proceeding cautiously as competitors are not raising prices. The full-year forecast, while appearing conservative, accounts for higher expected expenses in the second half and was based on earlier, more cautious assumptions (like a potential recession) that have not materialized. The recent upward revision is largely due to favorable currency exchange rates.

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