#NSANY
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jrosevear.bsky.social
The news that Honda and Nissan are starting merger talks probably builds on this, from August. Seems likely government pressure is being applied here. (Gift link.) $HMC $NSANY www.bloomberg.com/news/article...
Honda-Nissan Alliance Completes Japan Car Industry Consolidation
Japan’s carmakers have solidified a combine-and-compete strategy for an automotive age defined by batteries and software, with three manufacturers joining forces to complement a separate Toyota Motor ...
www.bloomberg.com
December 17, 2024 at 5:28 PM
financepulsehq.bsky.social
$NSANY: Nissan's exports in November jumped 40% compared to last year, highlighting robust growth in Mexico.
December 9, 2024 at 7:51 PM
peark.es
Absolutely *massive* news flow over night, mostly from earnings. Since the US reports last night, here's what happened:
Snapshot. US equity index futures are slightly worse than flat after an extremely busy night of earnings from across the global economy as well as a constructive data day in Europe with a kicker of trade optimism from the US & China. Yields are slightly higher, and the dollar is at session highs as fold and silver are near flat. Global Economic Scorecard. China. Following a 90-minute bilateral conversation overnight, President Trump announced a de-escalation of the Chinese trade fight with some terms confirmed by Beijing. It’s too early to definitively say what was agreed, but here’s what we understand each side will get based on media reports. China will face a lower “fentanyl” tariff (from 20% to 10%), and the US will not implement a 100% tariff previously threatened; the post-agreement tariff rate will be 47%. An expansion of entities subject to export controls on chips announced by the US in September will also be postponed. In exchange, the US receives resumed purchases of soybeans, a commitment by China to purchase energy, and a reversal of critical mineral export controls. We emphasize that from an economic perspective in the context of both the headline tariff rate and overall bilateral trade relationship this is an incremental development. It does lay the groundwork for further negotiation and reduces the odds of downside risks, so in that context is positive, but both countries are effectively tinkering around the edges. APAC Earnings. Starting with Korea, Samsung Electronics (no US listing) reported overnight in the wake of very strong numbers from SK Hynix (no US listing) yesterday. Q3 adjusted operating profit beat by 16% and adjusted net beat by 29% on a 2% revenue beat. Management continues to credit AI for the “strong” market conditions and an increase in HBM demand next year. On the downside, the mobile market is expected to be “roughly flat” while overall memory price competition is increasing. Shares rose 2% in Seoul. APAC Earnings (con’t). Anothe… APAC Earnings (con’t). Before we move on from PCRHY, we also note that Nikkei reported prior to the earnings news that management plans to cut EV battery prices by a whopping 40% per unit by 2035, which illustrates the deflation pressure on the space and how cheap high performance batteries are getting. Japanese auto OEM Nissan (ADR NSANY) also updated guidance, estimating a first half 2026 (6 months ended September) loss of ¥30bn and full year operating losses ¥275bn; that entire loss is driven by tariff costs of ¥275bn. Chinese earnings are also in full swing with reports from the three largest banks after the bell. Agricultural Bank of China (ADR ACGBY) reported Q3 net interest income 1% higher than expected as provisions were 9% higher than analysts though. The NPL ratio made a new low at 1.27%. Pre-tax net beat by 3%. Industrial & Commercial Bank of China (ADR IDCBY) reported a 7% pre-tax net income beat with NPLs stable at cycle lows of 1.33%. The coverage ratio for provisions over NPLs was 217%, higher than the 212% estimate. Finally China Construction Bank (ADR CICHY) reported a 7% net income beat with provisions more than one-third lower than estimated. The NPL ratio followed ACGBY and IDCBY to new cycle lows at 1.33%. All three lenders confirm a stable credit picture in China despite economic weakness overall. APAC Earnings (con’t). The largest steel producer in China, Baoshan Iron & Steel (no US listing) reported a 5% revenue miss with adjusted net income 9% below estimates as the pressure on the Chinese industrial economy continues. On the other hand, adjusted net was more than double year-ago levels. Solar giant LONGi Green Energy Technology (no US listing) reported net losses 6% narrower than expected, with that loss marking a seventhstraight quarter in the red. On the other hand, losses were down 30% YoY and have narrowed on that basis for three straight quarters. That also demonstrates some of the pressure coming off the green technology space in Chi… Europe Earnings (con’t). The largest report is integrated energy company Shell (ADR SHEL) beat adjusted operating income estimates by 24% thanks to strong profitability in gas, upstream production, and marketing. Even the renewables segment recorded a beat with net income more than 5x estimates. Cashflow from operations fell 17% YoY but beat by 12%. A $3.5bn buyback (1.6% of market cap) was announced. Management noted chemicals “continue to face challenges” and sees further crude oil oversupply next year. Shares are flat in London. TotalEnergies (ADR TTE) also reported. The French energy major produced 3% more oil than expected and reported strong price realization, but both metrics for its gas business missed as LNG operating income missed by 12% while other segments beat. Cashflow from operations rose 16% YoY and came in slightly above estimates. Management expects to continue divesting North America renewables assets. Shares are -3% in Paris. Electrification play Schneider Electric (ADR SBGSY) reported organic revenue growth of 8.3% YoY, missing the 8.7% estimate. While Energy Management (which supplies a wide range of key electrical supplies) saw organic growth of 9.7% YoY that missed the 9.8% estimate; Industrial Automation organic growth beat by 2.8%-pt rising 6.0% YoY. That said, the results pointed to no slowdown in AI-driven demand as the North America geography of that segment beat. Shares are -4% in Paris. Europe Earnings (con’t). Brewery Anheuser-Busch InBev (ADR BUD) beat adjusted EPS by 3% on a 1% revenue miss driven by volumes 2% lower than analysts expected. Volumes fell 3.7% YoY globally versus -2.6% expected with price +4.6% YoY (+4.3% estimated). That said, North America volumes fell less than expected, -2.7% YoY versus -3.8% estimated, with APAC the big miss (organic revenues -9% YoY versus a 4% decline expected). Shares are +2% in Amsterdam. Spanish bank BBVA (ADR BBVA) reported net interest income 5% above estimates while trading revenues misse… Europe Earnings (con’t). They also guided breakeven net free cash flow in automotive (analysts expect almost €1bn) though management sees a “good chance” it will end up positive. The good news is chip supply shortages at Dutch semis company Nexperia will have “no impact” on the VWAGY’s German production. Cost savings are progressing with a target of €6bn/year savings by 2030. One area of strength: EVs. VWAGY deliveries in that category are +42% YTD with share at 11% versus 8% last year. Shares are up 1% in Munich. Peer auto OEM Stellantis (STLA) reported a 1% revenue beat and reiterated second half guidance but “anticipates incurring charges” in the second half driven by “regulatory, geopolitical, macro-economic and other external and internal developments”. That specter cast a pall over results despite cutting its estimate for annual tariff costs by one-third to €1bn. Shares are -5% in US pre-market. Finally, we note beleaguered advertising company WPP (ADR WPP). Management again cut the revenue outlook, seeing full year comparable adjusted revenues down 5.5% to 6.0% versus a -3% to -5% forecast previously. That metric was -5.9% YoY in Q3 versus -5.7% estimated. The advertising agency is getting pounded by both reduced spending on marketing (though that wasn’t visible in Meta, META results last night) and the rise of AI which clients are using to cut marketing costs that traditionally WPP capture. Shares are down 13% in London (-74% from February 2022 highs). US Earnings. Eli Lilly (LLY) beat adjusted EPS by 23% on revenue 10% higher than expected driven by a 19% beat for Mounjaro and 7% beat for Zepbound. Total obesity segment revenues in the US market beat by 6% as the company’s formulations gather steam. Full year revenue forecasts were raised 4% at the midpoint while full year adjusted EPS forecasts were raised by a similar amount. As shown above right, the explosion in profits looks a lot like the company is directly exposed to the AI boom, but it’s instead co…
October 30, 2025 at 1:08 PM
amnesiac7.bsky.social
#TSLA #Tesla #nasdaq #Nissan #Leaf #NSANY #OTCMKTS #EV #cars #electric #charging #range #batteries #price #elonmusk #nazi #elon #musk #hitlergruß #nazis #xAI #ai #grok #tech #technology #usaid #doge #fascist #fascism

www.autoblog.com/news/tesla-i...
Tesla Isn't Going to Like the All-New Nissan Leaf's Range and Price
Tesla might have a new challenger. The all-new 2026 Nissan Leaf is set to impress with its competitive range and aggressive pricing, potentially shaking up the EV market. Find out why it's a threat.
www.autoblog.com
June 20, 2025 at 11:42 PM
lambokitten.bsky.social
🚗 YTD Best-Selling Auto Brands 🚗
1️⃣ Ford
#F — 101,159 units
2️⃣ Toyota
#TM — 91,198 units
3️⃣ Chevrolet
#GM — 77,613 units
4️⃣ Nissan
#NSANY — 40,199 units
5️⃣ Hyundai
#HYMTF — 37,586 units

#HMC #STLA #VWAGY #BMWYY #TTM #KIMTF #MZDAY #MBGYY #MMTOF #POAHY #RIVN #FUJHY
#TSLA #VLVLY
January 18, 2025 at 2:30 AM
secondstp.bsky.social
Short sellers targeting major auto stocks, increasing their positions – S3 Partners

December 21, 2024 4:54 PM ETF, GM, TM, HMC, WHO, LI, I will, NSANY, MBGAF, TSLA, LIFE, BAMXF, MZDAY, CUSTOMS, DRIV, VWAGY, NIO, RIVN, XPEV, LCID, TABLES, VCAR, FDRV, VLVCY, TSLQ, TSLL, TSLS…
Short sellers targeting major auto stocks, increasing their positions – S3 Partners
December 21, 2024 4:54 PM ETF, GM, TM, HMC, WHO, LI, I will, NSANY, MBGAF, TSLA, LIFE, BAMXF, MZDAY, CUSTOMS, DRIV, VWAGY, NIO, RIVN, XPEV, LCID, TABLES, VCAR, FDRV, VLVCY, TSLQ, TSLL, TSLS…
sotoreil.store
December 21, 2024 at 10:39 PM
leafatlas.bsky.social
Short sellers targeting major auto stocks, growing their positions – S3 Partners

December. November 21, 2024 16:54 ETF, GM, TM, HMC, WHO, LI, I will do it, NSANY, MBGAF, TSLA, LIFE, BAMXF, MZDAY, CARZ, DRIVING, VWAGY, NIO, RIVN, XPEV, LCID, STLAs, VCAR, FDRV, VLVCY, TSLQ, TSLL…
Short sellers targeting major auto stocks, growing their positions – S3 Partners
December. November 21, 2024 16:54 ETF, GM, TM, HMC, WHO, LI, I will do it, NSANY, MBGAF, TSLA, LIFE, BAMXF, MZDAY, CARZ, DRIVING, VWAGY, NIO, RIVN, XPEV, LCID, STLAs, VCAR, FDRV, VLVCY, TSLQ, TSLL…
leafatlas.com
December 21, 2024 at 11:41 PM
todayheadline.bsky.social
Nissan CEO's days could be numbered after Honda fallout todayheadline

On February 13, Honda  (HMC)  CEO Toshihiro Mibe announced that the automakers' merger discussions with fellow Japanese rival Nissan  (NSANY)  fell apart just two months after they began. In a joint statement released the same…
Nissan CEO's days could be numbered after Honda fallout todayheadline
On February 13, Honda  (HMC)  CEO Toshihiro Mibe announced that the automakers' merger discussions with fellow Japanese rival Nissan  (NSANY)  fell apart just two months after they began. In a joint statement released the same day, Honda acknowledged that it proposed to divert from its original intention of forming a joint holding company to one where "Honda would be the parent company and Nissan the subsidiary through a share exchange."
todayheadline.co
March 2, 2025 at 2:36 AM
geniousgrow.bsky.social
Short sellers targeting major auto stocks, growing their positions – S3 Partners

Dec. 21, 2024 4:54 PM ETF, GM, TM, HMC, WGO, LI, BYDDF, NSANY, MBGAF, TSLA, GELYF, BAMXF, MZDAY, CARZ, DRIV, VWAGY, NIO, RIVN, XPEV, LCID, STLA, VCAR, FDRV, VLVCY, TSLQ, TSLL, TSLS, CARUBy: Anuron Mitra, SA News…
Short sellers targeting major auto stocks, growing their positions – S3 Partners
Dec. 21, 2024 4:54 PM ETF, GM, TM, HMC, WGO, LI, BYDDF, NSANY, MBGAF, TSLA, GELYF, BAMXF, MZDAY, CARZ, DRIV, VWAGY, NIO, RIVN, XPEV, LCID, STLA, VCAR, FDRV, VLVCY, TSLQ, TSLL, TSLS, CARUBy: Anuron Mitra, SA News Editor Monty Rakusen It's been a volatile year for the global automotive industry as it has been beset by falling demand amid higher interest rates. A report earlier this week found that the number of people willing to bet against major global auto stocks
geniousgrow.online
December 21, 2024 at 10:12 PM
evfuturemag.bsky.social
The 2025 Nissan Ariya offers up to 289 miles of range, AWD power, and access to Tesla Superchargers—all starting under $40K! 🚗⚡

#ev #evs #electricvehicle #electricvehicles #nissan #nissanariya #electricsuv #wirelesscharging #nacs #evlife #evfuture #sustainability #zeroemiessions #gogreen
2025 Nissan Ariya: EV Bargain or Budget Blunder?
The 2025 Nissan (NSANY) Ariya has arrived, and with it comes a mix of modest updates, expanded charging access, and a price tag that aims to attract budget-conscious EV buyers. But does it deliver eno...
evfuture.io
December 20, 2024 at 10:41 PM
rionchama.bsky.social
Tesla is the clear winner of the tariff plan, as it has less trade risk and is more localized in its production, the analysts say.
DJ Auto Tariffs Would Raise Carmakers' Costs by $6,700 Per Vehicle -- Market Talk 11:11 AM ET 03/27/2025 | Dow Jones F GM HMC NSANY RIVN STLA TM 1111 ET - Donald Trump's proposed 25% tariffs on cars and auto parts made outside of the U.S. would lead to about $110 billion in additional costs for the automotive sector, or about $6,700 per vehicle, Bernstein analysts say in a research note. Ford and General Motors could face up to 30% declines this year in their earnings before interest and taxes, even if they can pass some of the costs through to consumers and adjust their sourcing, the analysts say. Stellantis would show a little more resilience given the high U.S.-based content of its Mexico-produced models, they say. Tesla is the clear winner of the tariff plan, as it has less trade risk and is more localized in its production, the analysts say. (dean.seal@wsj.com) > Dow Jones Newswires March 27, 2025 11:11 ET (15:11 GMT) Copyright (c) 2025 Dow Jones & Company, Inc.
March 27, 2025 at 3:57 PM
memotrends.bsky.social
SA asks: Is Honda too late for the EV party? (HMC:NYSE)

Jan. 12, 2025 7:14 pm ETHonda Motor Co., Ltd. (HMC) stock., NSANY Stock, BYDDF shares, WILL BE StockAMZN, F, GM, TM, SONY, TSLA, VWAGY, LCID, STLA, PSNYFrom: Val Brickates Kennedy, SA News Editor jetcityimage Electric vehicles took center…
SA asks: Is Honda too late for the EV party? (HMC:NYSE)
Jan. 12, 2025 7:14 pm ETHonda Motor Co., Ltd. (HMC) stock., NSANY Stock, BYDDF shares, WILL BE StockAMZN, F, GM, TM, SONY, TSLA, VWAGY, LCID, STLA, PSNYFrom: Val Brickates Kennedy, SA News Editor jetcityimage Electric vehicles took center stage at last week's annual Consumer Electronics Show, with Honda Motor Company (NYSE:HMC) unveiling two elegant prototypes of future 0 Series electric vehicles. The automaker also launched the first production model of its electric vehicle Source link
memotrends.com
January 13, 2025 at 3:21 AM
notreload.bsky.social
$TM +13%, $HMC +13%, $MZDAY +18.4%, $NSANY +9.8%, $STLA +10.6% ... [A US-Japan trade deal lowering Japanese car tariffs has boosted global carmakers. Korean (Hyundai, Kia) and EU (Volvo, Stellantis, VW, Mercedes-Benz) automakers rallied, anticipating similar agreements that could lift margins.]
July 23, 2025 at 4:02 PM
opqwe0.bsky.social
Car disruption: Amazon joins Costco as a source for shoppers to buy cars (NASDAQ:AMZN)

December 10, 2024 7:21 PM ETThe price of shares of Amazon.com, Inc. (AMZN)WMT, Price, F, GM, KMX, AN, PAG, TM, HMC, ABG, GPI, SAH, LAD, NSANY, The price of HYMTF, CVNA, GALIC, CARGAuthor: Clark Schultz, SA News…
Car disruption: Amazon joins Costco as a source for shoppers to buy cars (NASDAQ:AMZN)
December 10, 2024 7:21 PM ETThe price of shares of Amazon.com, Inc. (AMZN)WMT, Price, F, GM, KMX, AN, PAG, TM, HMC, ABG, GPI, SAH, LAD, NSANY, The price of HYMTF, CVNA, GALIC, CARGAuthor: Clark Schultz, SA News Editor High Definition…
mbcd.xyz
December 11, 2024 at 12:43 AM
ainews24.bsky.social
RUMOR: Anduril Industries is in talks to acquire Nissan Motor $NSANY Oppama plant near Tokyo.

Anduril intends to use the facility for military drone production in Japan.

Via The Japan Times
June 25, 2026 at 8:11 PM
dominicmarionicci.bsky.social
Yokohama, Japan - NSANY
Japan's Troubled Automaker Nissan Banks on Hybrid EV Technology
Money-losing Japanese automaker Nissan is banking on its latest "e-Power" technology for a turnaround.
ground.news
May 26, 2025 at 5:38 PM
dominicmarionicci.bsky.social
NSANY
Nissan considering plant closures in Japan, overseas: Reuters
Nissan is considering plans to shut two car assembly plants in Japan and overseas factories, including in Mexico, sources said on Saturday, as part of a cost-cutting plan the company flagged earlier t...
ground.news
May 18, 2025 at 1:41 AM
dominicmarionicci.bsky.social
NSANY Canton Mississippi
Nissan: Donald Trump tariffs are an opportunity to leverage Canton, MS plant. Get details
Vinay Shahani, Nissan USA's head of sales and marketing, went out of his way to hold up the Madison County plant as an example.
eu.clarionledger.com
April 28, 2025 at 11:59 PM
contrarianpod.bsky.social
‪Also in today’s briefing:‬

‪We look at the tariff-fueled selloff in Asian auto manufacturers $TM $HMC $NSANY and $HYMTF‬

‪To see if it might be a buying opportunity for these stocks…‬
April 1, 2025 at 12:23 PM
frankelnstein.bsky.social

The cast is mostly ok to great. Of course D'Onofrio is great and weird. I nsany, when isn't he? Vince Vaughn is less convincing as a hard boiled FBI agent and is kind of flat till he gets to interact with JLo. For some reason he's much more natural acting alongside her.
Pt 2/3
January 23, 2025 at 5:56 PM
secondstp.bsky.social
Honda and Nissan share details of merger talks; Mitsubishi May Also Come On Board (NYSE:HMC)

Tomohiro Ohsumi/Getty Images News It's official! Japanese automakers Honda (NYSE:HMC) and Nissan (OTCPK: NSANY) have entered merger talks to form the world's third-largest automaker, behind Toyota (TM) and…
Honda and Nissan share details of merger talks; Mitsubishi May Also Come On Board (NYSE:HMC)
Tomohiro Ohsumi/Getty Images News It's official! Japanese automakers Honda (NYSE:HMC) and Nissan (OTCPK: NSANY) have entered merger talks to form the world's third-largest automaker, behind Toyota (TM) and Volkswagen (OTCPK:VWAGY). Over the next six months, companies will explore the best way to deploy Source link
sotoreil.store
December 23, 2024 at 9:22 AM
financepulsehq.bsky.social
$NSANY: Nissan's merger with Honda may drive industry shifts but brings potential risks.
December 26, 2024 at 7:49 PM
financepulsehq.bsky.social
$NSANY: Nissan shares surged 16% following merger discussions with Honda.
December 26, 2024 at 7:29 PM
financepulsehq.bsky.social
$NSANY: Nissan and Honda are considering a merger to boost their competitive edge against Chinese automakers like BYD.
December 26, 2024 at 2:35 PM
financepulsehq.bsky.social
$NSANY: A potential Honda-Nissan merger might create a formidable competitor to BYD in the automotive market.
December 25, 2024 at 8:11 AM