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How Nissan and Honda's $60B merger talks collapsed

reuters.com

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Re: How Nissan and Honda's $60B merger talks collapsed

#71

Post by olyjohn »

r00fus wrote: post #69
onlypassingthru wrote: post #47

Earlier quoted context omitted.

After that EV company goes out of business, how are you going to replace that bespoke {$random_part} that broke? Any Fisker Ocean owners want to chime in?[0] [0] https://en.wikipedia.org/wiki/Fisker_Ocean

You don't. You buy from a large vehicle manufacturer like Ford, Kia, etc. where they have commitment to parts delivery for the foreseeable future. Fisker was always a scam if you remember back from days of Fisker Karma.

Do the big companies really have a commitment to parts delivery anymore, or are they following the same trend? Took my friend 9 months to get a part for his C8 Corvette when it got rear ended at 5mph. Tons of other GM owners have been waiting months to nearly a year for many common parts for repairs. Selling parts doesn't make these companies money, so why should they care? As long as they're making enough to sell the new cars first.

Re: How Nissan and Honda's $60B merger talks collapsed

#72

Post by olyjohn »

bearjaws wrote: post #2

IMO a Honda Nissan merger would have been terrible for Honda. Nissan is clearly an anchor, and acquiring it would have just dragged Honda down .

I could not understand why this merger was happening. What possible benefit was there for Honda to take on Nissan's cruft?

Re: How Nissan and Honda's $60B merger talks collapsed

#73

Post by olyjohn »

encom wrote: post #18
mrguyorama wrote: post #3

This basically means Nissan is dying. It's finances are screwed right now, and this was essentially their last hope. Nissan may not survive the year.

As a Leaf owner, that has me worried :/

Nissan probably has already quit making parts for your car anyways. None of the automakers make parts a priority anymore. The aftermarket will keep your car afloat for a while.

Re: How Nissan and Honda's $60B merger talks collapsed

#74

Post by killerpopiller »

VectorLock wrote: post #9
bearjaws wrote: post #2

IMO a Honda Nissan merger would have been terrible for Honda. Nissan is clearly an anchor, and acquiring it would have just dragged Honda down .

Its too bad since Honda has seemed to have totally lost its luster the past decade or so. Honda was Apple to Toyota's Microsoft for a long time, now their cars are bland and undifferentiated, rather than the innovative leaders they used to be.

habe you seen the Honda e?

Re: How Nissan and Honda's $60B merger talks collapsed

#75

Post by denkmoon »

mrtksn wrote: post #32
formerly_proven wrote: post #11

Earlier quoted context omitted.

There's one graph that basically predicts which countries are going to fail and which are going to prevail. It's the graph that shows how many people in the "doing things" age bracket a country has. Compare these: (germany) https://population.un.org/wpp/graphs?loc=276&type=Probabilis... (alternatively, Europe as a whole) https://population.un.org/wpp/graphs?loc=908&type=Probabilis... (Japan) https://population.un.org…

What happens when a country fails?

We need only to look to Sudan, Somalia, et al.

Re: How Nissan and Honda's $60B merger talks collapsed

#76

Post by VectorLock »

killerpopiller wrote: post #74
VectorLock wrote: post #9

Earlier quoted context omitted.

Its too bad since Honda has seemed to have totally lost its luster the past decade or so. Honda was Apple to Toyota's Microsoft for a long time, now their cars are bland and undifferentiated, rather than the innovative leaders they used to be.

habe you seen the Honda e?

Its cute but not particularly exciting in my opinion, what do you think?

Re: How Nissan and Honda's $60B merger talks collapsed

#77

Post by gabruoy »

alecco wrote: post #8

Japanese carmakers are going to become irrelevant [1] unless there's a major change. But that's very unlikely due to: 1. Supply chains and key raw materials mostly controlled by China 2. Japan's demographic collapse 3. Japanese Gen Z fed up with an unwinnable rat race where they live to just pay rent and groceries It's very sad. [1] https://carnewschina.com/2025/01/13/byd-surpass-toyota-in-ja...

I don't understand what point you're trying to make with your source. A relatively new company in the Japanese market (BYD) has increased sales in its specialized niche of EVs, beating out a minor competitor that sells only one model of EV as an option to it's brand loyal customers (Toyota, BZ4X). Meanwhile, the EV market as a whole has declined significantly in Japan over the last year.

Re: How Nissan and Honda's $60B merger talks collapsed

#78

Post by Zardoz84 »

potato3732842 wrote: post #35
onlypassingthru wrote: post #31

Earlier quoted context omitted.

Irrelevant to whom? Toyota, Honda and Subaru all have lifelong customers and for good reason. The cars often last for 20+ years with minimal upkeep. The current crop of Chinese electric car makers are all trying to fake it until one of them makes it and the money spigot keeping them afloat will eventually get turned off at some point.[0] Good luck keeping that flashy EV running when the company goes bust. [0] https:/…

All cars last 20+yr if you give a crap unless they have some fundamental engineering or execution Achilles heel (ecoboost water pump, Toyota frame rust, Hyundai engine problems, etc) that will manifest as a comically not-economical repair when the vehicle is old enough in age to be of fairly low value. Premium cars that aren't so premium as to be disposable (i.e. not a luxury car you're gonna trade in every 3-5yr lik…

I have a Nissan Micra from 1998, working fine. Great little car. I inherited from my grandfather.

Re: How Nissan and Honda's $60B merger talks collapsed

#79

Post by kridsdale1 »

orwin wrote: post #36
csours wrote: post #5

At this point I feel like a rising stock price after a crisis should be a major red flag for long term corporate survival. Carlos Ghosn was able to "turn Nissan around", but it was at the expense of future product capabilities (in my opinion) [Disclosure I work for GM, this is solely my own opinion] Also, I must say that it is not clear to me that anyone could know what a long term winning play looked like 10-15 year…

Under Goshn and his close early advisors, Renault-Nissan started working on EVs, launching the Leaf and Zoé. Early, he also managed to streamline production of the two companies, and started to implement management changes that let some workers have more autonomy. The issue is that power got to his head and truly believe he was the second coming of Jesus or something, and stopped improving his companies to rub should…

Boy, that final paragraph sure looks like another automaker CEO…

Re: How Nissan and Honda's $60B merger talks collapsed

#80

Post by kridsdale1 »

tpm wrote: post #41
onlypassingthru wrote: post #31

Earlier quoted context omitted.

Irrelevant to whom? Toyota, Honda and Subaru all have lifelong customers and for good reason. The cars often last for 20+ years with minimal upkeep. The current crop of Chinese electric car makers are all trying to fake it until one of them makes it and the money spigot keeping them afloat will eventually get turned off at some point.[0] Good luck keeping that flashy EV running when the company goes bust. [0] https:/…

They have lifelong customers, but those also don't live forever and can change their opinion, and if the carmakers don't adapt, they won't survive. For the last 19 years we have been buying Toyota, but I'm slowly starting to look for a new car and it has to be an EV and Toyota is currently very underwhelming in that regard in our market.

Meanwhile I bought a 2024 Toyota that gets 10mpg and I fucking love it.
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