How Nissan and Honda's $60B merger talks collapsed
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Re: How Nissan and Honda's $60B merger talks collapsed
#2IMO a Honda Nissan merger would have been terrible for Honda.
Nissan is clearly an anchor, and acquiring it would have just dragged Honda down .
Re: How Nissan and Honda's $60B merger talks collapsed
#3This 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.
Re: How Nissan and Honda's $60B merger talks collapsed
#4IMO a Honda Nissan merger would have been terrible for Honda. Nissan is clearly an anchor, and acquiring it would have just dragged Honda down .
Funny that's what those Nissan CVT's and variable compression engines are only good for, anchors.
Re: How Nissan and Honda's $60B merger talks collapsed
#5At 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 years ago when the damage was done (in my opinion). It takes a lot of effort and money to make a mediocre automobile, it takes a lot more to make a high quality automobile.
Re: How Nissan and Honda's $60B merger talks collapsed
#6Nissan, Honda & eventually Toyota are going to go the way of Nokia/Motorola after iPhone came out. Cheap and reliable Chinese EVs will take over the market (like Android), while Tesla will probably maintain a halo premium product like iPhone.
Re: How Nissan and Honda's $60B merger talks collapsed
#7Nissan, Honda & eventually Toyota are going to go the way of Nokia/Motorola after iPhone came out. Cheap and reliable Chinese EVs will take over the market (like Android), while Tesla will probably maintain a halo premium product like iPhone.
Tesla is going down the drain, at least in Europe, unless shareholders evict Musk. Nothing iPhone-like with that brand anymore.
Re: How Nissan and Honda's $60B merger talks collapsed
#8Japanese 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
[1] https://carnewschina.com/2025/01/13/byd-surpass-toyota-in-ja...
Re: How Nissan and Honda's $60B merger talks collapsed
#9IMO 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.
Re: How Nissan and Honda's $60B merger talks collapsed
#10Nissan, Honda & eventually Toyota are going to go the way of Nokia/Motorola after iPhone came out. Cheap and reliable Chinese EVs will take over the market (like Android), while Tesla will probably maintain a halo premium product like iPhone.
Tesla is going down the drain, at least in Europe, unless shareholders evict Musk. Nothing iPhone-like with that brand anymore.
Tesla makes great products.