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    Okinada

    Research Analyst at Linde plc

    Okinada is an Analyst at Linde plc, specializing in industrial gases and chemicals sector analysis with a focus on global large-cap industrial companies such as Air Products, Praxair, and Air Liquide. Renowned for a data-driven approach, Okinada has demonstrated strong performance with an investment recommendation success rate that consistently exceeds industry benchmarks, and their coverage has generated above-average annualized returns on monitored indices. Okinada began their professional career in equity research in the early 2010s, holding analytical roles at firms focused on specialty chemicals before joining Linde plc in 2019 where they have advanced analytical strategies within the investor relations team. Okinada holds FINRA Series 7 and 63 licenses and is recognized for their expertise in industrial markets and quantitative analysis.

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

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

    Question

    Okinada from Linde inquired about the business outlook for the North American market amid rising interest rates and incentives, and also asked about the expected timing for any positive impacts from the new partnership with Nissan and Mitsubishi.

    Answer

    Executive Eiji Fujimura stated that the North American business is performing on schedule, with strong hybrid sales (CR-V, Accord, Civic) driving results. He highlighted that Honda's disciplined 30-day inventory management keeps its incentive spending at the lowest levels in the industry. Regarding the partnership with Nissan and Mitsubishi, Fujimura clarified that no positive financial impact is expected in the current fiscal year, as the collaboration is still in the MOU phase, focusing on future EV models and software.

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

    Question

    Mr. Okinada of Linde plc inquired about the business outlook for the North American market amid rising interest rates and competitor incentives, and asked about any potential near-term synergies from the new partnership with Nissan and Mitsubishi.

    Answer

    Executive Eiji Fujimura stated that the North American business is performing on schedule, driven by strong hybrid vehicle demand. He emphasized that Honda maintains the industry's lowest incentive levels by tightly managing dealer inventory to a 30-day supply. He clarified that the Nissan/Mitsubishi partnership is not expected to yield financial impacts this term, as it remains in the MOU phase focused on future EV development.

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