Toyota's hybrid-first strategy is being vindicated as global EV adoption slows and consumers gravitate back to hybrids. Solid-state battery commercialization timeline (2027-2028) remains the most credible in the industry. Weak yen continues to boost export margins, with FY2026 operating income guidance raised twice this year. China headwinds are real but offset by record North American and Southeast Asian volumes.
Thesis reviewed May 29, 2026
Toyota Motor Corporation is headquartered in Japan, which is currently showing moderate signals.
π―π΅Japan66NEUTRALView Japan risk detail βπConsumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| NIO | NIO Inc | 27 | -10% | β2% | AVOID |
| LI | Li Auto Inc | 27 | +7% | β2% | NEUTRAL |
| JD | JD.com Inc | 27 | +13% | β2% | EARLY |
| DEO | Diageo PLC | 27 | +8% | β2% | NEUTRAL |
| ULVR.L | Unilever | 27 | β | β2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | β2% | EARLY |
| RACE | Ferrari NV | 27 | +17% | β2% | EARLY |
Investors who hold TM may also have indirect exposure through these country funds.
Toyota raises FY26 operating profit guidance to 5.5T yen on weak yen and hybrid demand
Solid-state battery pilot line operational at Higashi-Fuji; mass production targeted 2027
US hybrid sales up 38% YoY as EV inventories build at competitors
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $15kβ$50k | Mar 30, 26 |
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