Value Investing with Sven Carlin, Ph.D. 对 $TM 的判断变化

2026-09-16看跌
《I looked at the top 12 Car Stocks! Which is the BEST BUY?》
丰田不值得买入;3%的股息率不足以抵消其复杂性、可疑的资本开支会计处理以及潜在区域放缓带来的下行风险。

丰田表现不错。

Toyota is doing well.

现在我们说到丰田。一切看起来都还不错,稍微好一点。日元在走弱,所以看起来增长更多,但确实有一些增长。我稍微看一下数字,还行,中规中矩。不过他们主要是派发股息,有一些回购,回购较少,但还行,股息率是3%。

他们是全球销售,大部分车卖在北美和亚洲。所以实际上是一家美国公司,战略和路线图是自动驾驶技术的商业化。所以那里也在到来,自动驾驶robo taxes,连丰田也在做。

Now we are speaking of Toyota. Everything looks good a little bit. The yen is weakening so it looks like more growth but there is some growth. If I look a little bit the numbers okay standard.

However they're mostly paying dividends some repurchases less repurchases but okay the dividend yield is 3%. They are global selling most of their cars in North America and Asia.

So US company practically strategy and road map self-driving technology commercially. So also coming there self-driving robo taxes even Toyota is doing that.