TYRE will not have much impact since their main source of revenue is from local sales. They have some amount of export sales but it is from several countries( may be japan, India etc). (I was unable to find the revenue generated from each country from the TYRE annual report)
The second hand vehicle market will be affected since the vehicles which will be imported during next couple of months would have got affected by tsunami since those vehicle yards in japan are situated near harbors. Therefore positive reveneue growth can be expected from other vehicle sellers like colo who are not based in japan.
let us have your thoughts on this