Morning Notes – Honda, Cheap EVs, and Manufacturing Reality
Honda’s dividend yield is nearing 5%, prompting interest as the author observes markets and begins a position in JD Industrials. A video of Honda’s C-1 solid-state battery line highlights a focus on continuous manufacturing and roll-to-roll processes to reduce costs and dry-room requirements. As EV strategies shift toward cheaper vehicles, Honda may deploy solid-state batteries first in motorcycles—where it has strong market share—before scaling to cars.