$HMC

HONDA MOTOR CO LTD

1 analysts · 0 active debates
SENTIMENT
0% BULL
STANCE FLIPS · 7d
0
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LATEST RESEARCH · 2 TAKES
STSolving The Money Problem — YouTube finance analystSolving The Money Problem13d ago
Business note$HMCSwingNarrative

mocked "2032 Honda Accord" EV design looks like SF self-driving cars.

The imagined "all new 2032 Honda Accord" EV look is mocked as a self-driving-car-style design, suggesting weak aesthetic appeal rather than a compelling product story.

The segment pivots to a “2032 Honda Accord” described as resembling self-driving cars in San Francisco. The reaction emphasizes ugly/unsalvageable design, implying that visual design alone is failing to land with viewers, though it doesn’t provide any earnings or demand specifics.

"Ferrari's NEW Electric Car: Is This the Ugliest Design EVER? #shorts"

EV-2040 target dropped in favor of hybrids, gas + EV “worst of both.”

Honda’s retreat from 100% EV by 2040 into more hybrids is a losing trade—hybrids keep gas complexity without meaningful EV-only range.

Honda is withdrawing its 100% electric-by-2040 goal as “not realistic,” instead targeting net-carbon neutrality by 2050 via hybrid powertrains. Planned investment is about 4.4 trillion yen (almost $28 billion) for 15 hybrid launches by March 2030, but the KOL argues hybrids add gas maintenance and still deliver limited EV-only range, creating opportunity cost versus a pure BEV push.

"Episode 563: A Long-Awaited Supercharging Feature Debuts"