On March 14 following the destroying tsunami, Toyota Motor Co said that it
plans to suspend all production in Japan at least until March 16. Last
Friday, April 15, or more than a month after the tsunami tragedy, Toyota
renewed its foresight of a prospect threatening nightmare by saying it will
build cars *at half the rate* of its original plans in Japan *at least until
June 3* in a move estimated to cost the world's biggest automaker *another
120,000 vehicles in lost* production. (
http://www2.toyota.co.jp/en/news/11/04/0415_2.html)

WSJ

Japanese automakers have been hammered by a shortage of hundreds
of components after factories in the northeast of the country were damaged
by a magnitude-9.0 earthquake on March 11.
Toyota, Honda Motor Co , Nissan Motor Co and even some overseas rivals such
as General Motors Co have had to stop or reduce production since then and
investors have punished Japanese auto stocks because a full recovery in
manufacturing activities is expected to take months.

"*We are not convinced that near-term earnings risk is fully reflected
in (Toyota's) share price*," J.P. Morgan analyst Kohei Takahashi said on
Friday.

Shares in Toyota have lost 11 percent since March 10 versus the 9.6
percent drop in Tokyo's main TOPIX index. Honda has lost 12 percent and
Nissan has shed 11 percent. Toyota's shares fell 0.9 percent Friday.

Many auto analysts have slashed their earnings forecasts for Toyota for
the business year that started this month, assuming a global output decline
of about 40 percent in the six months to September.

The situation with financial prospect of Toyota can not be exaggeratedly
worse as it says to delay its announcement of this year's earnings
forecasts.

Toyota usually announces full-year forecasts along with its earnings
results, which are due on May 11 for the fourth quarter and the financial
year that ended last month.

The Nikkei business daily reported on Friday that Toyota had decided to
put off announcing the projections until later in May. Toyota itself said
nothing had been decided.

Plans beyond June 3 will be determined based on parts availability. Toyota
is still having trouble procuring about 150 parts, spokeswoman
Shiori Hashimoto said.

A major bottleneck has come from damage to a factory belonging to Renesas
Electronics , which sells about 40 percent of all
automotive microcontrollers globally. With Renesas flagging a resumption of
a key factory only by July, car production is expected to remain disrupted
for some time.

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