에 대한 최신 뉴스 Nissan Motor Co (OTC:NSANY) 주식

Nissan Motor Co

NISSAN MTR SPON AD

While Nissan sold 3.4 million vehicles last fiscal year, total calendar 2023 Renault-Nissan-Mitsubishi alliance sales volume of 6.4 million vehicles makes the group the fourth-largest vehicle seller in the world, behind Toyota at 11.2 million, Volkswagen at 9.2 million, and Hyundai/Kia with 7.3 million vehicles sold. Nissan's financial services subsidiary provides consumers with auto loans and leases but also finances Nissan's sales to its dealerships (known as floor-plan financing). Under a new alliance agreement, Nissan and Renault will have cross-shareholding capped at 15% voting rights for each company. Renault holds the remaining stake in Nissan through a French trust where the voting rights of such shares are "neutralized" for "most decisions" but retain the economic benefit.

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새로 부과된 미국의 25% 자동차 관세는 전 세계 자동차 산업을 혼란에 빠뜨리고 있다. 애널리스트들은 급격한 가격 인상과 판매 감소를 경고한다. 골드만삭스는 수입 자동차 가격이 5,000달러에서 15,000달러까지 상승할 수 있다고 본다.

닛산·마쓰다·스바루 등 일본 자동차 제조사, 잠재적 관세 타격 290억 달러

Honda. Image Via Shutterstock

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혼다(NYSE:HMC)는 우치다 마코토 닛산 CEO가 물러난다면 닛산 자동차(OTC:NSANY)와 합병 협상을 재개할 의향이 있다.

혼다, 닛산 CEO 사퇴 시 합병 협상 재개 의향

Foxconn

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HNHPF

폭스콘 테크놀로지 그룹(Hon Hai Precision)(OTC:HNHPF)은 애플의 주요 아이폰 제조업체로, 전기차 제조 사업으로 확장하기 위한 광범위한 전략의 일환으로서 닛산 자동차에 대한 르노의 지분 인수를 고려할 것이라고 수요일(12일) 밝혔다.

애플 공급업체 폭스콘, 닛산 지분 인수 고려 중

NISSAN MOTOR LTD S/ADR by Nissan Motor Co., Ltd.

Nissan Motor Co Ltd

Electronics manufacturer Foxconn Technology Co <a href="https://www.benzinga.com/topic/japan" target="_blank" rel="noreferrer noopener">is eyeing Japanese</a> automakers, including Nissan Motor Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANF#OTC">NSANF</a>), to form a Japan-Taiwan alliance.
According <a href="https://asia.nikkei.com/Editor-s-Picks/Interview/Taiwan-s-Foxconn-hopes-to-work-with-Nissan-others-on-EV-production" target="_blank" rel="noreferrer noopener">to</a> Nikkei Asia, Foxconn EV chief strategy officer Jun Seki revealed the agreement during a <a href="https://www.benzinga.com/markets/asia/25/03/44508263/apple-and-nvidia-supplier-foxconn-to-present-ev-plans-at-japan-seminar-following-mitsubishi-deal-report" target="_blank" rel="noreferrer noopener">Tokyo seminar on</a> Tuesday.
Foxconn, also known as Hon Hai Precision (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HNHAY#OTC">HNHAY</a>), is currently competing with Chinese brands focused on battery-powered vehicles, looking to win market share in Europe, Brazil, and Thailand.
Foxconn, an Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) supplier, plans to launch an electric bus and a battery-powered microbus in Japan in 2027, Reuters cited Seki.
Also Read: <a href="https://www.benzinga.com/25/04/44631510/asml-to-boost-japan-workforce-5x-amid-global-race-for-advanced-semiconductor-tech" target="_blank" rel="noreferrer noopener">Chip Equipment Maker ASML To Boost Japan Workforce 5x Amid Global Race For Advanced Semiconductor Tech</a>
It focuses on providing business-to-business services with EV operations instead of targeting consumers directly.
Seki told Reuters that Foxconn should be part of a potential broader partnership with Honda Motor Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>), Nissan, and Mitsubishi Motors (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MTSUY#OTC">MTSUY</a>) and confirmed that Foxconn was finalizing a deal with Mitsubishi to supply it with EVs.
Foxconn was working with Mitsubishi, Seki said during Wednesday&#8217;s event.
President Donald Trump&#8217;s 25% auto tariff&nbsp;<a target="_blank" href="https://www.benzinga.com/news/25/03/44522387/japanese-automakers-face-29-billion-tariff-hit-nissan-mazda-subaru-most-at-risk-says-analyst" rel="noreferrer noopener">threatens to disrupt</a> the global automotive industry, with analysts warning of sharp price increases and declining sales.
Goldman Sachs&nbsp;expected imported&nbsp;vehicle prices to surge by $5,000 to $15,000, while even U.S.-built cars could see cost hikes of $3,000 to $8,000 due to foreign-made parts. According to analyst Akira Kishimoto, Japanese automakers could face a potential hit of 4.46 trillion yen (about $29.44 billion).
Read Next:
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<li><a href="https://www.benzinga.com/markets/asia/25/04/44668137/nio-power-in-deal-talks-with-tesla-battery-supplier-catl" target="_blank" rel="noreferrer noopener">Nio Power In Deal Talks With Tesla Battery Supplier CATL</a></li>
</ul>
Image: Shutterstock

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Foxconn Eyes Nissan, Mitsubishi In Japan EV Push To Counter China's Growing Auto Threat

Auto stocks hit a speed bump after <a href="https://www.benzinga.com/topic/donald-trump">President Donald Trump</a> brushed off concerns over higher car prices following his announcement of new 25% tariffs on foreign imports.
Shares of Toyota Motor Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>), Honda Motor Co Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>), Nissan Motor Co Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#NYSE">NSANY</a>), Volkswagen AG (OTCPK: VWAGY) and Stellantis NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) slid on investor concerns over the impact on global supply chains and consumer demand.
<h2 class="wp-block-heading">Trump's Tariff Play</h2>
Trump's weekend interview with NBC News only added fuel to the fire, <a href="https://www.wsj.com/business/autos/auto-stocks-fall-after-trump-says-he-couldnt-care-less-about-higher-prices-21cd7c16">reported</a> the Wall Street Journal. When asked if foreign automakers hiking prices would hurt U.S. consumers, he dismissed the concern outright. "I couldn't care less."
The logic? If foreign cars get more expensive, Americans will buy domestic. That stance sent ripples through the markets, with Asian and European automakers posting sharp declines.
In Japan, Toyota dropped 3.1%, Honda fell 3.1%, and Nissan tumbled 4%. South Korea's Hyundai slipped 3.8%; in Europe, Stellantis lost 2.8%, Volkswagen declined 3.1%, and Mercedes-Benz slid 2.6%. Even Ferrari NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RACE#NYSE">RACE</a>) felt the heat, dropping 1.7% despite plans to hike prices by up to 10% to offset tariffs.
Read Also: <a href="https://www.benzinga.com/trading-ideas/movers/25/03/44522204/ferrari-plans-to-raise-prices-amid-trumps-auto-tariff-plan-stock-gains">Ferrari Plans To Raise Prices Amid Trump&#8217;s Auto Tariff Plan, Stock Gains</a>
<h2 class="wp-block-heading">Is This A Buying Opportunity?</h2>
Auto stocks have been in reverse all year, and technical indicators don't offer much encouragement. Toyota&#8217;s stock is flashing strong bearish signals, trading below its 5-, 20-, 50- and 200-day moving averages. The same goes for Honda and Stellantis stocks, both caught in a downtrend and facing selling pressure.
Even Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) stock, often seen as insulated from traditional automaker woes, is down over 30% YTD. But unlike its global peers, Tesla has found some support, sitting slightly above its eight and 20-day moving averages—a rare bullish signal amid the carnage.
<h2 class="wp-block-heading">The Road Ahead</h2>
With tariffs kicking in on April 2, the next few weeks could be bumpy for auto stocks. If global carmakers pass the costs to consumers, demand could take a hit, further pressuring share prices.
However, investors with a long-term view might find bargains in the wreckage, particularly among companies able to navigate price adjustments without losing market share.
For now, auto stocks remain in the danger zone. But contrarians might find value under the hood if prices fall much further.
Read Next: 
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<li><a href="https://www.benzinga.com/news/large-cap/25/03/44537429/cathie-wood-doubles-down-on-2600-tesla-stock-price-prediction">Cathie Wood Doubles Down On $2,600 Tesla Stock Price Prediction</a></li>
</ul>
Photo: Shutterstock

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Trading Ideas

Auto Stocks Skid After Trump Shrugs Off Higher Prices - Should You Buy The Dip?

The newly imposed <a href="https://www.benzinga.com/government/regulations/25/03/44517885/trump-slaps-25-tariffs-on-autos-what-it-means-for-your-next-car-purchase">25% auto tariff</a> threatens to disrupt the global automotive industry, with analysts warning of sharp price increases and declining sales.
Goldman Sachs <a href="https://www.benzinga.com/25/03/44515578/trumps-25-tariff-set-to-hike-imported-car-prices-up-to-15000-higher-goldman-sachs-warns">estimates that imported </a>vehicle prices could rise by $5,000 to $15,000, while even U.S.-built cars could see cost hikes of $3,000 to $8,000 due to foreign-made parts. Here&#8217;s what analysts have predicted so far:
<ul>
<li>According to JPMorgan's Akira Kishimoto, Japanese automakers could face a potential hit of 4.46 trillion yen (about $29.44 billion), with Nissan Motor Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>), Mazda Motor Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MZDAY#OTC">MZDAY</a>) and Subaru (OTC:<a class="ticker" href="https://www.benzinga.com/stock/FUJHY#OTC">FUJHY</a>) among the most vulnerable due to their reliance on imported vehicles. Toyota Motor Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>) remains JPMorgan's top pick, given its resilience and strong fundamentals, while Suzuki Motor (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SZKMY#OTC">SZKMY</a>) and Isuzu Motors (OTC:<a class="ticker" href="https://www.benzinga.com/stock/ISUZY#OTC">ISUZY</a>) are also favored among mid-tier manufacturers. Read Also: <a href="https://www.benzinga.com/25/03/44515578/trumps-25-tariff-set-to-hike-imported-car-prices-up-to-15000-higher-goldman-sachs-warns">Trump&#8217;s 25% Tariff Set To Hike Imported Car Prices Up To $15,000 Higher, Goldman Sachs Warns</a> </li>
<li>RBC Capital Markets&#8217; Tom Narayan warns that German automakers like Mercedes-Benz Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MBGYY#OTC">MBGYY</a>) and BMW Group (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BMWKY#OTC">BMWKY</a>) are at high risk, though potential retaliatory tariffs from Europe could deter further escalation. Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) may benefit due to its U.S.-based production, while Ferrari NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RACE#NYSE">RACE</a>) is expected to pass costs onto its high-end buyers. </li>
<li>JPMorgan autos analyst Ryan Brinkman has slashed price targets for major U.S. automakers, cutting General Motors Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) by 17% to $53 from $64, Ford Motor Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) by 15% to $11 from $13, and Ferrari by 12% to $460 from $525, citing heightened earnings risk. </li>
</ul>
With uncertainty around auto demand and the potential for sales fluctuations, investors remain cautious as the industry assesses the economic impact of these sweeping tariffs.
Read Next:
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<li><a href="https://www.benzinga.com/markets/forex/25/03/44518720/april-2-tariffs-could-trigger-a-us-dollar-rally-to-sell-bank-of-america-economists-say" target="_blank" rel="noreferrer noopener">April 2 Tariffs Could Trigger A US Dollar ‘Rally To Sell,' Bank Of America Economists Say</a></li>
</ul>
Photo: Shutterstock

Japanese Automakers Face $29 Billion Tariff Hit, Nissan, Mazda, Subaru Most At Risk, Says Analyst

As of March 19, 2025, two stocks in the consumer discretionary sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the<a href="https://www.benzinga.com/topic/rsi"> RSI is above 70</a>, according to<a href="https://pro.benzinga.com/"> Benzinga Pro</a>. 
Here's the latest list of major overbought players in this sector.
<h3 class="wp-block-heading">Honda Motor Co Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>)</h3>
<ul>
<li>On Feb. 13, the company reported results for nine months and disclosed the termination of business integration talks with Nissan Motor Co., Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>). The company disclosed the cancellation of the previously inked memorandum of understanding (MOU) for business integration with Nissan Motor. The company's stock gained around 12% over the past month and has a <a href="https://www.benzinga.com/quote/HMC">52-week high of $37.90</a>.</li>
<li>RSI Value: 71.5&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
<li>HMC Price Action: Shares of Honda Motor gained 1.4% to close at $30.41 on Tuesday.</li>
</ul>
<h3 class="wp-block-heading">Yum China Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/YUMC#NYSE">YUMC</a>)</h3>
<ul>
<li>On March 10, Yum China named Adrian Ding as Chief Financial Officer. &#8220;We are delighted to announce Adrian&#8217;s appointment as our CFO. Over the last five months, he has made significant contributions, proving himself as the ideal candidate to serve as the Chief Financial Officer of Yum China. He has effectively led the finance team, strengthened our engagement with stakeholders, including the capital markets, and played a pivotal role in building Yum China&#8217;s growth momentum,&#8221; said Joey Wat, CEO of Yum China. The company's stock gained around 14% over the past month and<a href="https://www.benzinga.com/quote/YUMC"> has a 52-week high</a> of $53.83.</li>
<li>RSI Value: 71.8</li>
<li>YUMC Price Action: Shares of Yum China gained 0.7% to close at $53.69 on Tuesday.</li>
</ul>
Read This Next: 
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<li><a href="https://www.benzinga.com/25/03/44375233/top-3-materials-stocks-which-could-rescue-your-portfolio-this-month">Top 3 Materials Stocks Which Could Rescue Your Portfolio This Month</a></li>
</ul>
Photo: Shutterstock

Short Ideas

Pre-Market Outlook

YUMC

Top 2 Consumer Stocks That May Implode In Q1

Honda Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>) is willing to resume merger negotiations with Nissan Motor Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) if CEO Makoto Uchida steps down. 
What Happened: The potential combination would create the world&#8217;s fourth-largest automaker, though previous talks collapsed over Honda&#8217;s demand for full ownership rather than an equal partnership, <a href="https://www.ft.com/content/bddf8c35-5594-49f1-9855-674ba449514b">reported</a> Financial Time, citing sources.
Uchida, who faces pressure to depart after the failed $58 billion deal, has expressed willingness to leave before his planned 2026 exit if asked, though he prefers to stay until Nissan&#8217;s recovery. 
The company faces mounting challenges, having burned through ¥506 billion ($6.6 billion) in the first nine months of its fiscal year despite holding ¥1.2 trillion ($15.65 billion) in net cash.
See Also: <a href="https://www.benzinga.com/news/25/02/43767326/after-being-punched-for-driving-a-cybertruck-this-tesla-owner-is-leaving-1-bills-on-other-cybertrucks-to-spread-the-love">After Being &#8216;Punched For Driving A Cybertruck,&#8217; This Tesla Owner Is Leaving $1 Bills On Other Cybertrucks To &#8216;Spread The Love&#8217;</a>
Why It Matters: While Foxconn has expressed <a href="https://www.benzinga.com/markets/equities/25/02/43685566/apple-supplier-foxconn-considers-buying-nissan-shares-but-only-if-an-ev-deal-is-in-place">interest in acquiring Nissan shares</a>, other potential investors including KKR &amp; Co. and U.S. automakers are evaluating opportunities. Renault (OTC:<a class="ticker" href="https://www.benzinga.com/stock/RNLSY#OTC">RNLSY</a>), which owns 36% of Nissan, is exploring options to sell its stake at a premium. 
Mizuho Financial Group, Nissan&#8217;s main bank, is actively seeking funding solutions involving private equity groups to support the automaker&#8217;s liquidity needs.
The top three automakers by global sales are Toyota Motor Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>), Volkswagen AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>), and Stellantis NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>), followed by Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) and General Motors Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>), according <a href="https://www.statista.com/statistics/316786/global-market-share-of-the-leading-automakers/">to</a> data from Statista.
Price Action: Honda Motor&#8217;s stock is trading at 1,427 Japanese Yen ($9.41) on the Tokyo Exchange, up 0.25% as of 10:34 AM local time on Tuesday, after initially dipping to 1,410 Japanese Yen ($9.29). Meanwhile, Nissan Motor&#8217;s stock is up 5.28%, trading at 446 Japanese Yen ($2.94).
Read Next: 
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<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/02/43759418/robert-kiyosaki-predicts-wall-street-crash-and-layoffs-prepare-for-market-crash-depression-and-war">Robert Kiyosaki Predicts Wall Street Crash and Layoffs: &#8216;Prepare for Market Crash, Depression and War&#8217;</a></li>
</ul>
Image Via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Honda Open To Reviving Nissan Merger Talks If CEO Uchida Steps Down, Creating Fourth-Largest Global Automaker

Honda Motor Company, Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>) shares are trading higher on Thursday. The company reported results for nine months and <a href="https://global.honda/en/newsroom/news/2025/c250213aeng.html" target="_blank" rel="noreferrer noopener">disclosed </a>the termination of business integration talks with Nissan Motor Co., Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>).
The company disclosed the cancellation of the previously inked memorandum of understanding (MOU) for business <a target="_blank" href="https://www.benzinga.com/markets/asia/25/02/43517930/nissan-ceo-seeks-to-end-honda-merger-talks-report" rel="noreferrer noopener">integration with Nissan Motor.</a>
Notably, last December, both companies confirmed their merger plans at a joint press conference and said they aim for a&nbsp;<a target="_blank" href="https://www.benzinga.com/24/12/42653466/honda-nissan-plan-to-merge-in-the-face-of-chinese-ev-competition" rel="noreferrer noopener">completion date of August 2026</a>.
The companies were considering including&nbsp;Mitsubishi Motors in the new consolidated company. If successful, the merger would have created the world&#8217;s third-largest automobile group based on global sales volume.&nbsp;
Since signing the MOU, both companies&#8217; management teams, including their CEOs, have evaluated the market environment, integration objectives, and post-merger strategies.
They also conducted consultations with key stakeholders before making the decision to discontinue the discussions.
During discussions, Honda proposed shifting from the initially outlined joint holding company—where it would appoint the majority of directors and the CEO—to a structure in which Honda would become the parent company and Nissan the subsidiary through a share exchange.
However, both companies determined that, given the need for rapid decision-making and execution in an increasingly volatile market driven by electrification, it was best to terminate the MOU.
Moving forward, Nissan and Honda plan to collaborate through a strategic partnership focused on intelligence and electrified vehicles.
With the termination of the deal, the private equity firm KKR &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>) is reportedly planning to invest in&nbsp;Nissan, as <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-02-13/kkr-is-said-to-consider-nissan-investment-after-honda-talks-end?srnd=homepage-asia&amp;sref=TBDibEcD" rel="noreferrer noopener">per </a>Bloomberg.
Also, Foxconn Technology Group confirmed Wednesday it would consider acquiring Renault&#8217;s stake in&nbsp;Nissan as part of a broader strategy to expand its&nbsp;<a target="_blank" href="https://www.benzinga.com/markets/equities/25/02/43685566/apple-supplier-foxconn-considers-buying-nissan-shares-but-only-if-an-ev-deal-is-in-place" rel="noreferrer noopener">electric vehicle manufacturing business</a>.
HMC Results: In a separate release, Honda reported nine-month EPS of JPY169.69 (Japanese yen) ($1.1142), lower than JPY176.78 in the comparable period, while sales of<a href="https://www.benzinga.com//node/43689697"> JPY16.3 trillion rose 8.9% year over year.</a>
The company maintained its guidance for an operating profit of JPY1.420 trillion and a profit attributable to owners of the parent company of JPY950 billion.
Meanwhile, Honda raised the guidance for FY25 sales by JPY600 <a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener">billion to JPY21.600 trillion</a>.
Price Action: HMC shares are up 2.56% at $28.29 at the last check Thursday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/25/01/43261142/honda-eyes-launching-ev-in-north-america-priced-below-30000-report" target="_blank" rel="noreferrer noopener">Honda&#8217;s Sub-$30,000 EV To Take On Tesla Model 3 In North America By 2026</a></li>
</ul>
Image Via Shutterstock.

Earnings

Large Cap

Movers

Honda Calls Off Nissan Integration, Reports 8.9% Sales Growth: Details

Nissan Motor Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) &nbsp;Sees FY2024 GAAP EPS JPY (22.31); &nbsp;Sales JPY 12500B. &nbsp;

Guidance

Nissan Motor Co Sees FY2024 GAAP EPS JPY (22.31);  Sales JPY 12500B.

Nissan Motor Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) reported quarterly losses of $(0.06) per share. This is a 154.55 percent decrease over earnings of $0.11 per share from the same period last year. The company reported $20.74 billion in sales this quarter. This is a 1.41 percent decrease over sales of $21.04 billion the same period last year.

Nissan Motor Co Q3 2024 GAAP EPS $(0.06) Down From $0.11 YoY, Sales $20.74B Down From $21.04B YoY

<h2>Nissan Motor Co., Ltd. ("Nissan") and Honda Motor Co., Ltd. ("Honda") , today agreed to terminate the MOU signed on December 23 last year for consideration of a business integration between the two companies.</h2>
https://global.honda/en/newsroom/news/2025/c250213aeng.html

Earlier Nissan, Honda Announced Termination Of MOU For Consideration Of Business Integration

Foxconn Technology Group, also known as Hon Hai Precision (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HNHPF#OTC">HNHPF</a>)  Apple Inc.&#8216;s primary iPhone manufacturer, confirmed Wednesday it would consider acquiring Renault&#8217;s stake in Nissan Motor Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) as part of a broader strategy to expand its <a href="https://www.benzinga.com/general/entertainment/25/02/43566305/deal-dispatch-pharmchem-forgoes-banker-to-run-sale-tgi-fridays-sells-19-restaurants-for-3-1-million">electric vehicle manufacturing business</a>.
What Happened: Chairman Young Liu revealed the company has held discussions about acquiring Nissan shares, though emphasized that any potential stake purchase would be contingent on securing EV manufacturing partnerships with either Nissan or Renault, <a href="https://www.ft.com/content/f6a9cfb0-edba-4336-a2c1-e67238c5ccea">reported</a> the Financial Times. 
&#8220;If [taking a stake] is necessary for co-operation, we will consider it, but buying shares is not our main goal,&#8221; Liu said.
The Taiwanese contract manufacturer is targeting an <a href="https://www.benzinga.com/markets/asia/25/02/43517930/nissan-ceo-seeks-to-end-honda-merger-talks-report">announcement of a cooperation deal</a> within two months, with Renault, Nissan, and Honda Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>) among potential partners. The news sent Nissan shares down 6.3% in Tokyo trading.
See Also: <a href="https://www.benzinga.com/markets/equities/25/02/43683937/teslas-400-million-armored-cybertruck-deal-under-fire-as-short-seller-jim-chanos-questions-elon-musks-doge-role-in-cutting-wasteful-government-spending">Tesla&#8217;s $400 Million Armored Cybertruck Deal Under Fire As Short Seller Jim Chanos Questions Elon Musk&#8217;s DOGE Role In Cutting &#8216;Wasteful Government Spending&#8217;</a>
Why It Matters: This development comes as Renault looks to divest half of its 36% stake in Nissan, currently held in a French trust, following their alliance restructuring in 2023.
Former Nissan executive and current Foxconn EV division chief strategy officer Jun Seki reportedly met with Renault CEO Luca De Meo in December to discuss the potential share acquisition.
The talks emerge amid broader industry shifts, with Nissan <a href="https://www.benzinga.com/markets/asia/25/02/43517930/nissan-ceo-seeks-to-end-honda-merger-talks-report">recently ending merger discussions</a> with Honda that would have created the world&#8217;s fourth-largest automotive group.
Nissan faces mounting pressure from Chinese competition and has announced plans to cut 9,000 jobs and reduce production capacity by 20% as part of its turnaround strategy.
For Foxconn, securing a deal with either Renault or Nissan would mark its first partnership with a traditional automaker outside Taiwan, potentially accelerating its expansion into EV contract manufacturing beyond its current partnerships with startups.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Flickr

Apple Supplier Foxconn Considers Buying Nissan Shares, But Only If An EV Deal Is In Place

<h2 class="wp-block-heading">New On The Block</h2>
PharmChem, Inc. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/PCHM#OTC">PCHM</a>), the go-to name for drug-detecting sweat patches, is officially exploring strategic alternatives (i.e., mergers, acquisitions, or an outright sale). So far, the board of directors expressed confidence that it can handle things solo as opposed to hiring a banker. For interested suitors, a <a href="https://www.benzinga.com/topic/mergers-and-acquisitions">data room officially opened</a>.
Other auction block items this week:
<ul>
<li>Ontario Teachers&#8217; Pension Plan tapped Lazard to run a sale process for compliance software firm Mitratech. Reuters estimates that the transaction could hover around $4 billion.</li>
<li>Recall how Paysafe (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSFE#NYSE">PSFE</a>) went public <a href="https://www.benzinga.com/news/20/12/18678982/paysafe-goes-public-again-in-spac-deal-what-investors-should-know">via a SPAC in 2020</a>. Today, it&#8217;s for sale, according to <a href="https://www.bloomberg.com/news/articles/2025-02-06/paysafe-is-said-to-weigh-sale-after-getting-takeover-interest?srnd=phx-deals">Bloomberg</a>. The firm, backed by billionaire Bill Foley, is receiving takeover interest.</li>
<li>Switzerland-based Bank J. Safra Sarasin is weighing a takeover offer for Denmark&#8217;s Saxo Bank, per <a href="https://www.bloomberg.com/news/articles/2025-02-03/safra-sarasin-is-said-to-explore-deal-for-denmark-s-saxo-bank?srnd=phx-deals">Bloomberg</a>.</li>
</ul>
<h2 class="wp-block-heading">Updates From The Block</h2>
<ul>
<li>Veritas Capital is circling Wall Street data provider Dun &amp; Bradstreet (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DNB#NYSE">DNB</a>), per <a href="https://www.bloomberg.com/news/articles/2025-02-07/veritas-is-said-in-talks-to-acquire-data-firm-dun-bradstreet?srnd=phx-deals">Bloomberg</a>. Dun &amp; Bradstreet boasts a $4.9 billion market cap.</li>
<li>Bausch + Lomb (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLCO#NYSE">BLCO</a>) considered &#8220;a full separation&#8221; from Bausch Health Companies Inc. After engaging with potential buyers, that process did not result in a deal. Full separation remains the goal, the company confirmed. Full-year 2024 earnings will be posted on Feb. 19.</li>
<li>KKR &amp; Co Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>) is adamant about buying Japanese tech group Fuji Soft. The private equity firm upped its offer to around $4.3 billion to outbid a rival firm, Bain Capital.</li>
<li>Bain has another deal in the works, should the Fuji Soft one not work out. The firm is close to buying the pharma unit of Mitsubishi Chemical Group (TYO:<a class="ticker" href="https://www.benzinga.com/stock/TYO:4188#TYO">4188</a>). The price tag is expected to be north of $3.3 billion, according <a href="https://www.bloomberg.com/news/articles/2025-02-06/bain-is-said-to-near-3-billion-deal-for-mitsubishi-pharma-unit?srnd=phx-deals">to</a> Bloomberg.</li>
</ul>
<h2 class="wp-block-heading">Off The Block</h2>
<ul>
<li>Meanwhile, Bain Capital <a href="https://www.plasticsnews.com/news/hillenbrand-sells-majority-stake-milacron-bain-capital-287m">agreed</a> to buy a 51% stake in Milacron, a provider of plastic processing equipment and services. Hillenbrand (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HI#NYSE">HI</a>) sold the stake for $287 million. </li>
<li>Riverwood Capital agreed to <a href="https://en.globes.co.il/en/article-riverwood-capital-buys-israeli-ai-pricing-co-quicklizard-1001501462">buy</a> Munich-based Quicklizard (TASE: QLRD), a pricing platform for retailers and brands, for roughly $52 million.</li>
<li>TPG <a href="https://www.benzinga.com/25/02/43537313/why-altus-power-stock-is-gaining-today">agreed to buy</a> Altus Power (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMPS#NYSE">AMPS</a>), an owner of commercial-scale solar in the U.S., for around $2.2 billion.</li>
<li>Another solar-related deal: Turn/River Capital agreed to buy Austin, Texas-based SolarWinds (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>) for $4.4 billion — a 35% premium to the stock&#8217;s closing price on Thursday, Feb. 6.</li>
<li>Montreal-basedValsoft, a software firm backed by Coatue Management and Viking Global Investors, acquired VHL Sistemas, a Brazilian provider of cloud-based notary management software.</li>
<li>BCI, a Canadian asset management, agreed to buy Luxembourg-based investment BBGI Global Infrastructure (LSE: BBGIB). Reuters reported that the deal cost around 1 billion pounds ($1.24 billion).</li>
<li>EP Global Commerce, backed by billionaire Daniel Kretinsky, <a href="https://www.bloomberg.com/news/articles/2025-02-06/czech-billionaire-kretinsky-seeks-to-take-metro-private-again?srnd=phx-deals">purchased</a> Düsseldorf, Germany-based Metro at a 2 billion euro ($2.76 billion) valuation. </li>
<li>Databricks, valued at $62 billion, <a href="https://www.infoworld.com/article/3817328/databricks-acquires-bladebridge-to-aid-data-warehouse-migrations.html">acquired</a> BladeBridge and its talent to bolster enterprise data warehouse migrations.</li>
<li>JD.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) reportedly revived its interest in buying Düsseldorf, Germany-based Ceconomy AG. The Chinese e-commerce giant last showed interest in the <a href="https://www.benzinga.com/trading-ideas/movers/25/02/43496221/jd-coms-stock-dips-as-ceconomy-deal-heats-up-in-germany-is-the-e-commerce-king-eyeing-expansion">German retailer in 2023</a>.</li>
<li>Nissan Motor Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) CEO Makoto Uchida informed Honda Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>) CEO Toshihiro Mibe of his intention to terminate discussions <a href="https://www.benzinga.com/markets/asia/25/02/43517930/nissan-ceo-seeks-to-end-honda-merger-talks-report">on a potential merger</a>.</li>
<li>Brookfield completed its $1.7 billion acquisition of Houston-based Chemelex, a provider of electric thermal and sensing solutions. Goldman Sachs advised nVent Electric (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVT#NYSE">NVT</a>) on the sell side.</li>
<li>Court Square Capital Partners and WindRose Health Investors completed a $1.1 billion buyout of Frisco, Texas-based infusion company Soleo Health. H.I.G. Capital.</li>
</ul>
<h2 class="wp-block-heading">Bankruptcy Block</h2>
Judge Christopher Lopez has rejected a deal that would have facilitated a second auction attempt for Alex Jones&#8216; media company, Infowars. This ruling, as reported by <a href="https://www.npr.org/2025/02/05/g-s1-46738/infowars-alex-jones-onion-bankruptcy-judge-sandy-hook">NPR</a>, provides another temporary reprieve for Jones, but delays the Sandy Hook families' efforts to collect the $1.3 billion in defamation damages awarded nearly seven years ago.
Lopez explained he couldn&#8217;t approve the deal because Infowars&#8217; parent company, Free Speech Systems (FSS), is no longer in bankruptcy. That means, he rules, its assets cannot be sold—only Jones&#8217; ownership stake in the company can be auctioned. And yet, the judge also blocked <a href="https://www.benzinga.com/media/24/11/41982446/jokes-on-jones-onion-backed-by-families-of-sandy-hook-victims-buys-info-wars">a previous offer</a> from satirical website The Onion, which had partnered with the Connecticut families to bid on Infowars. 
Moving forward, Lopez emphasized that any asset sale must be a straightforward cash deal. With this latest decision, the path to recovering damages—and potentially dismantling Jones' platform—remains uncertain.
TGI Fridays has sold 19 more restaurants as part of its ongoing Chapter 11 bankruptcy proceedings.&nbsp;Fremont, California-based Yadav Enterprises, an operator of 340 restaurants across six brands, is <a href="https://www.restaurantbusinessonline.com/financing/tgi-fridays-sells-19-restaurants-out-bankruptcy">buying</a> 16 stores for $3 million in debt. Sugarloaf Hospitality, a firm owned by former TGI Fridays CEO Ray Blanchette, is acquiring three locations for $100,000.
<h2 class="wp-block-heading">Notes From The Block</h2>
Scale Vs. Scope: This week, Bain Capital pointed out a trend in the media sector.
Media deals are becoming &#8220;predominantly cross-industry.&#8221; According to Bain&#8217;s <a href="https://www.bain.com/insights/media-and-entertainment-m-and-a-report-2025/">analysis</a>, using data from Dealogic, more than half of all media industry M&amp;A for the first three quarters of 2024 involved either a target or acquirer outside of their industry.
Here are a few callouts, cited by Bain partners Nicole Magoon, Matt Keith and Alex Egan:
<ul>
<li>The majority of Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) transactions used to be &#8220;scale&#8221; (i.e., Pixar in 2006 and 21st Century Fox in 2019); today, there&#8217;s an &#8220;increasing emphasis on scope deals.&#8221; For example, last year, Disney invested in Epic Games, <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/41052867/disneys-streaming-surge-epic-games-deal-among-key-growth-drivers-says-analyst">the maker of Fortnite</a>.</li>
<li>Sony Group Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>) <a href="https://www.benzinga.com/general/entertainment/24/06/39313096/sony-steps-into-theater-business-with-alamo-drafthouse-purchase">purchased the theater-dinner chain</a> Alamo Drafthouse.</li>
<li>Companies are also doing deals for evergreen IP: Sony Music bought half of Michael Jackson's <a href="https://www.benzinga.com/general/entertainment/24/08/40515995/michael-jacksons-1-5b-catalog-lands-court-approval-for-sale-thriller-for-sony">publishing and recorded music catalog</a>.</li>
<li>Pophouse Entertainment acquired Kiss's catalog as well as <a href="https://www.benzinga.com/general/entertainment/24/04/38116031/sealed-with-a-kiss-rock-band-sells-legacy-for-300m-who-did-gene-simmons-get-into-bed-with">the band members' likenesses</a>. </li>
<li>Private equity funds have invested in smaller production studios with a track record of quality IP. For example, Redbird bought All3Media, seeking an enduring advantage in the video space.</li>
</ul>
Is there risk? &#8220;Acquirers in cross-sector media M&amp;A quickly learn that such deals require a different type of diligence,&#8221; the Bain partners say. &#8220;For one thing, an acquirer is likely to be less familiar with the target's industry. Also, the revenue synergies inherent in scope deals are harder to realize and underwrite than cost synergies.&#8221;
For last week&#8217;s <a href="https://www.benzinga.com/news/global/25/01/43402048/deal-dispatch-sage-and-silvus-are-up-for-sale-mrbeast-secures-20b-for-tiktok">Deal Dispatch, click here</a>.
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<li><a href="https://www.benzinga.com/real-estate/25/02/43535187/gwyneth-paltrow-sells-la-home-for-22m-heres-a-look-at-actor-turned-business-moguls-pricy-property-portfolio">Gwyneth Paltrow Sells LA Home For $22M. Here&#8217;s A Look At Actor-Turned-Business-Mogul&#8217;s Pricy Property Portfolio</a></li>
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Image created using a photo from Shutterstock.

Entertainment

Asset Sales

AMPS

BLCO

GRAB

PCHM

PSFE

Sony Group Corporation American Depositary Shares

SONY

TYO:4188

Deal Dispatch: PharmChem Forgoes Banker To Run Sale, TGI Fridays Sells 19 Restaurants For $3.1 Million

Nissan Motor Co. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) CEO Makoto Uchida has informed Honda Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>) CEO Toshihiro Mibe of his intention to terminate discussions on a potential merger, Asahi <a href="https://www.asahi.com/ajw/articles/15613735">reported</a> Thursday. 
Nissan&#8217;s stock rose 2.09% to 395 Japanese Yen ($2.59) on the Tokyo exchange, while Honda fell 4.10% to 1,438 Japanese Yen ($9.44). 
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Image Via Shutterstock

Nissan CEO Seeks To End Honda Merger Talks: Report

<a href="https://www.sec.gov/Archives/edgar/data/715153/000119312525020499/d878946d6k.htm" title="https://www.sec.gov/Archives/edgar/data/715153/000119312525020499/d878946d6k.htm">https://www.sec.gov/Archives/edgar/data/715153/000119312525020499/d878946d6k.htm</a>

Honda Motor Reports On Integration Of Management Between Nissan Motor & Honda Says Nissan & Co Are In Stage Of Advancing Various Discussions

Stock prices of European automakers including Stellantis NV (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>) and Volkswagen AG (OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>) stocks dropped Friday after some plug-in hybrid electric vehicles (PHEVs) lost access to <a href="https://www.benzinga.com/electric-vehicles" target="_blank" rel="noreferrer noopener">US tax credits</a> under President Joe Biden&#8216;s Inflation Reduction Act effective this week.
President-elect Donald Trump attacked Biden&#8217;s pro-EV initiatives and threatened tariffs on foreign-made cars, which Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) chief and key Trump ally Elon Musk supported.
Musk also expressed opposition to every government subsidy, including those for <a href="https://www.benzinga.com/25/01/42759653/cybertruck-all-wheel-drive-now-eligible-for-7500-ev-tax-credit" target="_blank" rel="noreferrer noopener">EVs, oil and gas</a>. Meanwhile, Tesla Inc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) Cybertruck now qualifies for $7,500 electric vehicle consumer tax credits
Also Read: <a href="https://www.benzinga.com/25/01/42772915/li-auto-rerated-on-new-model-pipeline-and-autonomous-driving-advances-analyst" target="_blank" rel="noreferrer noopener">Goldman Sachs Sees Strong Upside In Li Auto on New Model Pipeline and Autonomous Driving Advances</a>
Volkswagen&#8217;s ID.4 electric crossover sport utility vehicle (SUV) lost its entire tax credit, Bloomberg <a target="_blank" href="https://www.bloomberg.com/news/articles/2025-01-03/stellantis-volkswagen-drop-after-losing-us-electric-car-subsidy?srnd=phx-industries&amp;sref=TBDibEcD" rel="noreferrer noopener">cites</a> the Department of Energy and Environmental Protection Agency.
Nissan Motor Co (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANF#OTC">NSANF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) and Stellantis models also lost access to U.S. tax credits.
Currently, 18 EV and plug-in hybrid models qualify for a credit, compared to 22 in 2024.
Volkswagen has long grappled in the U.S. with its Scout line of battery-powered sport utility vehicles as growth tapered in Europe and rivalry amplified in China. VWAGY stock plunged 28% in the last 12 months.
Stellantis stock plunged 41% in the last twelve months due to product delays and overblown inventories in the U.S. Its passenger-car production in Italy&nbsp;slipped 46%&nbsp;in 2024 as models like the electric Fiat 500 failed to gain traction.
Analysts expect U.S. new-car sales in 2024&nbsp;to surpass <a target="_blank" href="https://www.benzinga.com/news/25/01/42782741/ahead-of-tesla-stellantis-reporting-final-sales-numbers-analysts-predict-new-car-sales-in-2024-expected-to-h" rel="noreferrer noopener">15.8 million units</a> backed by inventories and incentives. The expect EV sales in the U.S. to reach 1.3 million as consumers rush to avail tax credits before potential changes under the new government.
Price Action: Stellantis stock is down 2.03% at $12.52 premarket at last check Friday.
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Image: Shutterstock

Government

Regulations

Stellantis, Volkswagen Stocks Tumble As US EV Tax Credits Disappear

Honda&nbsp;Motor Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>)&nbsp;CEO Toshihiro Mibe reportedly found it difficult to <a href="https://www.benzinga.com/24/12/42642773/honda-nissan-start-merger-talks">explain why its merger</a> with Nissan&nbsp;Motor Co. Ltd.&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) is justified.
What Happened:&nbsp;Mibe encountered a challenging moment when asked to explain the reasoning behind a possible merger with&nbsp;Nissan.
When asked why the Honda-Nissan merger makes business sense, Mibe hesitated before replying, &#8220;That&#8217;s a difficult one,&#8221; which drew laughter from the journalists present, according <a href="https://insideevs.com/news/745625/honda-nissan-merger-struggling-reason/">to</a> a report by InsideEVs.
The merger discussions have generated both curiosity and skepticism worldwide, with many questioning the strategic advantages for the two automakers.&nbsp;Honda&nbsp;is grappling with challenges in the electric vehicle sector, particularly after its partnership with&nbsp;General Motors&nbsp;ended.
Despite the doubts,&nbsp;Julie Boote,&nbsp;an auto analyst with Pelham&nbsp;Smithers Associates, <a href="https://www.bloomberg.com/news/articles/2024-12-26/for-honda-a-nissan-rescue-comes-with-only-a-thin-silver-lining">told</a>&nbsp;Bloomberg&nbsp;that&nbsp;Honda&nbsp;must collaborate with another company to boost its EV and software capabilities.
See Also:&nbsp;<a href="https://www.benzinga.com/24/12/42680075/tesla-exec-says-we-will-be-ready-to-efficiently-produce-autonomous-vehicles-as-shanghai-megafactory-nears-completion?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Tesla Exec Says &#8216;We Will Be Ready&#8217; To Efficiently Produce Autonomous Vehicles As Shanghai Megafactory Nears Completion</a>
Former&nbsp;Nissan&nbsp;CEO&nbsp;Carlos Ghosn&nbsp;criticized the merger, stating,&nbsp;"That means you're putting control&nbsp;above performance," according <a href="https://www.bloomberg.com/news/articles/2024-12-20/ghosn-says-honda-deal-talks-indicate-nissan-is-in-panic-mode">to</a> a Bloomberg report.
Why It Matters: Honda and Nissan are <a href="https://www.benzinga.com/24/12/42642773/honda-nissan-start-merger-talks">planning to create a joint holding company</a>, which will be listed on the Tokyo Stock Exchange by August 2026. This move could potentially lead to the delisting of both&nbsp;Honda&nbsp;and&nbsp;Nissan.
Earlier reports&nbsp;highlighted that the <a href="https://www.benzinga.com/news/global/24/12/42541842/japanese-auto-giants-nissan-honda-eye-merger-says-nikkei">merger could involve&nbsp;Mitsubishi Motors</a>, where&nbsp;Nissan&nbsp;holds a 24% stake.
If successful, the combined entity could achieve annual sales exceeding eight million vehicles, positioning it among the world&#8217;s largest automakers, though still trailing behind&nbsp;Toyota Motor Corp.&nbsp;and&nbsp;Volkswagen AG.
Following the merger talks,&nbsp;Nissan&#8216;s <a href="https://www.benzinga.com/markets/asia/24/12/42545185/nissan-soar-over-20-on-merger-talks-with-honda-eyeing-8-million-annual-vehicle-sales">stock surged over 20%</a>, while&nbsp;Honda&#8216;s stock saw a slight decline.
Check out more of Benzinga's Future Of Mobility coverage by&nbsp;<a href="https://www.benzinga.com/topic/mobility" target="_blank" rel="noreferrer noopener">following this link.</a>
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

Honda CEO Struggles To Justify Potential Nissan Merger: 'That's A Difficult One'

<a href="https://asia.nikkei.com/Business/Business-deals/Honda-Nissan-talks-on-merger-ratio-may-start-at-5-to-1-Nikkei-analysis" title="https://asia.nikkei.com/Business/Business-deals/Honda-Nissan-talks-on-merger-ratio-may-start-at-5-to-1-Nikkei-analysis">https://asia.nikkei.com/Business/Business-deals/Honda-Nissan-talks-on-merger-ratio-may-start-at-5-to-1-Nikkei-analysis</a>

'Honda-Nissan talks on merger ratio may start at 5-to-1: Nikkei analysis' - Nikkei

Amid the global shift towards electric vehicles,&nbsp;Andy Palmer, often referred to as the &#8220;godfather of EVs,&#8221; has issued a cautionary note to automakers. He warns against prioritizing hybrid vehicles over fully electric models, a strategy he believes could leave them lagging behind Chinese competitors.
What Happened: Palmer, a former&nbsp;Aston Martin&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/AMGDF#OTC">AMGDF</a>) CEO and&nbsp;Nissan&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) executive, highlighted the rapid advancements made by Chinese automakers like&nbsp;BYD (OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>)&nbsp;in the electric vehicle market. These companies have gained significant ground domestically by offering cost-effective and technologically advanced vehicles. 
&#8220;The Chinese cars are bloody good. The Chinese vehicles offer remarkable value for money for what they deliver,&#8221; Palmer said<a href="https://www.businessinsider.com/godfather-of-evs-explains-why-china-is-winning-ev-race-2024-12"> to</a> Business Insider.
Palmer pointed out that Chinese brands excel in battery technology and software, providing exceptional value.
Palmer attributed China&#8217;s success in the EV sector to its strategic industrial policies, which have seen the government invest over $230 billion in subsidies since 2009. During his time at&nbsp;Dongfeng Motor Company, a joint venture with Nissan, he witnessed China&#8217;s aggressive EV strategy firsthand.
See Also:&nbsp;<a href="https://www.benzinga.com/24/12/42642606/elon-musk-wants-to-raise-a-tesla-fleet-expert-estimates-vehicle-owners-can-make-40kyear-but-remains-doubtful?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Tesla Analyst Estimates Vehicle Owners Can Make $40,000 A Year By Renting EVs To Robotaxi Fleet That Elon&nbsp;Musk Likened To A Combination Of Airbnb And Uber, But Will It Take Off?</a>
In response to China&#8217;s rise, the U.S. and Europe have implemented tariffs to protect their industries. However, Palmer argued that such tariffs could stifle Western competitiveness.
&#8220;My experience with tariffs is it just makes your indigenous industry lazy. The gap becomes even bigger,&#8221; he said.
He urged automakers to prepare for fierce competition with Chinese firms, especially in Europe, where companies like BYD and Xpeng are expanding.
Why It Matters: The global electric vehicle landscape is rapidly evolving, with China leading the charge. According to a&nbsp;<a href="https://www.benzinga.com/markets/asia/24/09/40886450/50-of-new-car-sales-in-china-are-electric-but-in-the-us-its-only-10-are-protectionist-policies-widen">repo</a>r<a href="https://www.benzinga.com/markets/asia/24/09/40886450/50-of-new-car-sales-in-china-are-electric-but-in-the-us-its-only-10-are-protectionist-policies-widen">t</a>&nbsp;from September, <a href="https://www.benzinga.com/markets/asia/24/09/40886450/50-of-new-car-sales-in-china-are-electric-but-in-the-us-its-only-10-are-protectionist-policies-widen">50% of new car sales</a> in China are electric, compared to just 10% in the U.S. This disparity highlights the impact of protectionist policies, such as the Biden administration&#8217;s recent tariffs on Chinese goods, including a 100% tax on electric vehicles.
In November, China escalated its trade dispute with the European Union by<a href="https://www.benzinga.com/news/24/11/41754367/china-escalates-trade-dispute-lodges-complaint-with-wto-over-european-ev-tariffs"> lodging a formal complaint</a> with the World Trade Organization over the EU&#8217;s tariffs on Chinese-made EVs. The EU&#8217;s decision to impose tariffs of up to 35% on Chinese EVs was seen as a response to perceived unfair business practices.
Meanwhile, BYD expects it would surpass Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) in <a href="https://www.benzinga.com/markets/equities/24/07/39617169/byd-set-to-surpass-tesla-in-bev-sales-by-2024-as-china-leads-global-market-growth-report">BEV sales by 2024,</a> fueled by a 21% increase in EV sales and strong market projections in China.
Read Next:
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<li><a href="https://www.benzinga.com/24/12/42667044/teslas-valuation-could-exceed-all-transport-companies-but-spacex-ceo-elon-musk?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Tesla&#8217;s Valuation Could Exceed All Transport Companies But SpaceX, Says CEO Elon Musk, But Notes It Will Take A &#8216;Lot Of Work And Good Ideas&#8217;</a></li>
</ul>
Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Image via Shutterstock

General

AMGDF

BYDDY

'Godfather Of EVs' Warns Against Hybrid Focus As China Leads EV Race: 'Tariffs Just Make Indigenous Industry Lazy'

Honda Motor Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HNDAF#OTC">HNDAF</a>) shares soared nearly 13.55% in Tokyo trading on Tuesday, marking their biggest one-day gain since 2008, after the Japanese automaker announced a massive share buyback plan and <a href="https://www.benzinga.com/24/12/42642773/honda-nissan-start-merger-talks">confirmed merger discussions</a> with Nissan Motor Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>).
While Honda shares jumped on the Tokyo exchange to 1,452 Japanese yen, Nissan stock declined marginally by 0.22% to 449 Japanese yen in Tuesday trading. U.S.-listed Honda Motor Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>) traded higher on Monday, closing at $26.93, up 12.72% for the day. In after-hours trading, the stock rose by an additional 2.94%.
Honda plans to repurchase up to 1.1 trillion yen ($7 billion) worth of shares, representing about 24% of its outstanding stock, by December 2025. The buyback significantly exceeds its previous November plan to acquire 100 billion yen in shares.
The two Japanese auto giants confirmed they have entered formal negotiations to merge operations, which could create the world&#8217;s third-largest automaker by sales volume. 
The companies expect to conclude merger discussions by June 2025. Mitsubishi Motors Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MMTOF#OTC">MMTOF</a>), Nissan&#8217;s existing strategic partner, has until January to decide whether to join the combined entity.
Read Next: 
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<li><a href="https://www.benzinga.com/markets/equities/24/12/42664887/apples-near-term-success-will-be-driven-by-strong-holiday-season-iphone-16-says-dan-ives-analyst-sees-stock-hitting-300-cupertino-hitting-4-trillion-marketcap">Apple&#8217;s Near Term Success Will Be Driven By Strong Holiday Season, iPhone 16, Says Dan Ives — Analyst Sees Stock Hitting $300, Cupertino Hitting $4 Trillion Marketcap</a></li>
</ul>
Image Via Shutterstock 
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

HNDAF

MMTOF

Honda Stock Surges Nearly 14% On Buyback, Merger Talks With Nissan

Honda Motor Company, Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>) and Nissan Motor Co., Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) confirmed their merger plans at a joint press conference on Monday and said they aim for a <a href="https://www.benzinga.com/24/12/42642773/honda-nissan-start-merger-talks">completion date of August 2026</a>. 
If successful, the merger would create the world's third-largest automobile group based on global sales volume. 
What To Know: The automakers plan to establish a new holding company, with Honda to appoint most of the board members and president of the new company. 
"We have confirmed again that our business integration will bring about synergy in all areas and that the impact of this will be greater than expected," Honda President Toshihiro Mibe said, per the <a href="https://japannews.yomiuri.co.jp/business/companies/20241223-229370/">Japan News</a>.  "We aim to set a direction by the end of January," he added.  
Read Next: <a href="https://www.benzinga.com/general/social-media/24/12/42598651/mystery-drone-sightings-all-over-the-country-trump-says-what-to-know-about-investigations-lawmakers-reactions">&#8216;Mystery Drone&#8217; Sightings Spark Investigations, Politicians Respond: &#8216;Shoot Them Down,&#8217; Trump Says</a>
The companies are considering including Mitsubishi Motors (OTC:<a class="ticker" href="https://www.benzinga.com/stock/MMTOF#OTC">MMTOF</a>) in the new consolidated company. Nissan is Mitsubishi's largest shareholder with a 24% stake in the company, and its president was present at Monday's joint press conference. 
Why It Matters: Tokyo-based Honda could prove to be a lifeline for Nissan, which has struggled with declining vehicle sales in the U.S. and globally. 
The automakers have already developed a partnership developing next-gen electric vehicle platforms. 
The merger would also allow both companies to pool resources and reduce development costs in the face of increasing competition from Chinese automakers, including BYD, NIO, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NIO#NYSE">NIO</a>) and Li Auto, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LI#NASDAQ">LI</a>). 
&#8220;Creation of new mobility value by bringing together the resources including knowledge, talents, and technologies that Honda and Nissan have been developing over the long years is essential to overcome challenging environmental shifts that the auto industry is facing," Honda Director and Representative Executive Officer Toshihiro Mibe said.&nbsp;
Nissan, based in Yokohama, Japan, has seen it sales in China drop, with 2023 sales reduced to nearly half of its 2019 sales volumes which counted for 1 in 3 of Nissan&#8217;s global sales at the time. 
"These Nissan-Honda merger discussions, coupled with the recent challenges at Stellantis and production cutbacks in Europe, all point to a single, stark reality: a new force has emerged in the automotive sector, and legacy automakers need to be acutely aware of the competitive threat," said Moody's Michael Brisson said referring to the Chinese <a href="https://finance.yahoo.com/news/nissan-honda-merger-talks-not-a-shocker-given-the-stark-reality-of-the-auto-business-172947911.html">automakers</a>, per Yahoo Finance.&nbsp;
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</ul>
Image: Shutterstock

Honda, Nissan Confirm Merger Plans To Offset Chinese EV Competition: How Mitsubishi Factors In

Shares of General Motors Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>) are little changed Monday despite news that rivals Honda Motor Co., Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>) and Nissan Motor Co., Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) <a href="https://www.benzinga.com/24/12/42642773/honda-nissan-start-merger-talks">are discussing a merger</a>. 
This would create the world's third-largest automaker.
It is not clear how this would affect the long-term prospects of GM. But in the short term, the recent downtrend may be over. The stage may be set for a rally. This is why we have made it our <a href="https://www.benzinga.com/topic/stock-of-the-day">Stock of the Day</a>.
Some analysts believe that markets are efficient and stocks follow a ‘random walk'. They are wrong. If the markets were random, all price levels would have equal importance. Clearly, that's not the case in the markets.
As you can see on the chart below, the $50.00 level has been important for GM since August. It was well-defined resistance and now it has converted into a support level.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="562" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/23105205/15-1-1024x562.png" alt="" class="wp-image-704471" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/23105205/15-1-1024x562.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/23105205/15-1-300x165.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/23105205/15-1-768x421.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/12/23105205/15-1.png 1489w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
From a traditional fundamental analysis point of view, there is no reason why a stock should turn when it reaches a round level like GM did. But from a technical analysis perspective, the reason why is clear. It is because of investor and trader psychology.
Read Also: <a href="https://www.benzinga.com/24/12/42553394/chargepoint-inks-pact-with-general-motors-eyes-installing-ultra-fast-charging-ports-at-key-locations">ChargePoint Inks Pact With General Motors &#8211; Eyes Installing Ultra-fast Charging Ports At Key Locations</a>
People like to place orders at nice round levels, and that is what happened here.
In addition, there is support at the $50.00 level because it had been resistance. In the financial markets support forming at levels that were previously resistance is a common occurrence. It also is because of investor and trader psychology.
It is due to ‘seller's remorse'.
When the $50.00 resistance was broken and the price moved higher, a number of the people who sold shares at the resistance decided that the decision to sell was a mistake. Some vowed to buy their shares back if they can do so at the same price they were sold at.
As a result, when the stock fell back to $50.00, they placed buy orders. The large concentration of these orders formed support.
Some of these buyers may become concerned others will be willing to pay higher prices and they know this is who the sellers will go to. So, they may increase the prices they are willing to pay. Others will see this and may do the same.
It could result in a bidding war or snowball effect that forces GM into a new uptrend.
Read Next: 
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<li><a href="https://www.benzinga.com/24/12/42647650/palantir-vs-lockheed-a-tech-fueled-showdown-in-the-850-billion-defense-market">Palantir Vs. Lockheed: A Tech-Fueled Showdown In The $850 Billion Defense Market</a></li>
</ul>
Image: Shutterstock

Technicals

Stock Of The Day: Is The General Motors Downtrend Over?

Press Releases

Federman & Sherwood Investigates Nissan North America, Inc. for Data Breach

AM Best Affirms Credit Ratings of Nissan Global Reinsurance, Ltd.

Screenshot 2024-03-13 at 5.49.40 PM

Emerging Markets

Movers & Shakers

NFLX

TMUS

Meet Atlas Obscura, The Travel Platform That Combines The Wonder Of Ripley&#39;s Believe It Or Not With The Breadth Of National Geographic&#39;s Content

새로 부과된 미국의 <a href="https://www.benzinga.com/government/regulations/25/03/44517885/trump-slaps-25-tariffs-on-autos-what-it-means-for-your-next-car-purchase" target="_blank" rel="noopener">25% 자동차 관세</a>는 전 세계 자동차 산업을 혼란에 빠뜨리고 있다. 애널리스트들은 급격한 가격 인상과 판매 감소를 경고한다.
골드만삭스는 수입 자동차 가격이 5,000달러에서 15,000달러까지 상승할 수 있으며, 미국산 자동차도 외국산 부품으로 인해 3,000달러에서 8,000달러까지 <a href="https://www.benzinga.com/25/03/44515578/trumps-25-tariff-set-to-hike-imported-car-prices-up-to-15000-higher-goldman-sachs-warns" target="_blank" rel="noopener">가격이 인상될 수있다고 추정한다.</a>
지금까지 애널리스트들이 예측한 내용은 다음과 같다.
<ul>
<li>JP모건의 아키라 기시모토: 일본 자동차 제조업체들이 4.46조 엔(약 294억 4천만 달러)의 잠재적 타격을 받을 수 있다고 경고하며, 닛산 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>), 마쓰다 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/MZDAY#OTC">MZDAY</a>), 스바루(OTC:<a class="ticker" href="https://www.benzinga.com/stock/FUJHY#OTC">FUJHY</a>)가 수입 차량 의존도로 인해 가장 취약하다고 말했다. 토요타 자동차(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>)는 강한 펀더멘털과 회복력 덕분에 JP모건의 최고 추천주로 남아 있으며, 스즈키(OTC:<a class="ticker" href="https://www.benzinga.com/stock/SZKMY#OTC">SZKMY</a>)와 이스즈(OTC:<a class="ticker" href="https://www.benzinga.com/stock/ISUZY#OTC">ISUZY</a>)도 중형 제조업체들 사이에서 선호되고 있다.</li>
<li>RBC 캐피탈 마켓의 톰 나라얀: 메르세데스-벤츠 그룹(OTC:<a class="ticker" href="https://www.benzinga.com/stock/MBGYY#OTC">MBGYY</a>)과 BMW 그룹(OTC:<a class="ticker" href="https://www.benzinga.com/stock/BMWKY#OTC">BMWKY</a>)이 높은 위험에 처해 있다고 경고했으며, 유럽의 보복 관세가 추가적인 격화를 저지할 수 있다고 말했다. 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)는 미국 내 생산 덕분에 혜택을 볼 수 있으며, 페라리(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RACE#NYSE">RACE</a>)는 고급 구매자에게 비용을 전가할 것으로 예상된다.</li>
<li>JP모건의 자동차 애널리스트인 라이언 브링크맨: 주요 미국 자동차 제조업체들의 목표주가를 하향 조정하며, 제너럴 모터스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>)의 목표주가를 64달러에서 53달러로 17% 낮추고, 포드 자동차(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>) 목표주가는 13달러에서 11달러로 15% 하향했으며, 페라리 목표주가는 525달러에서 460달러로 12% 하향 조정했다고 밝혔다.</li>
</ul>
자동차 수요에 대한 불확실성과 판매 변동 가능성으로 인해 투자자들은 이 광범위한 관세의 경제적 영향을 평가하는 동안 신중한 태도를 유지하고 있다.
사진: Shutterstock
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혼다(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>)는 우치다 마코토 닛산 CEO가 물러난다면 닛산 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>)와 합병 협상을 재개할 의향이 있다.
무슨 일 있었나: 파이낸셜타임스는 소식통을 인용해 이전에 동등한 파트너십이 아닌 완전한 소유권에 대한 혼다의 요구로 인해 논의가 무산되었지만 혼다와 닛산의 잠재적 합병으로 세계 4위 자동차 제조사가 탄생할 수 있다고 <a href="https://www.ft.com/content/bddf8c35-5594-49f1-9855-674ba449514b" target="_blank" rel="noopener">보도했다</a>.
580억 달러 규모의 합병 거래 실패 이후 퇴진 압박을 받고 있는 우치다 마코토 닛산 CEO는 닛산이 회복 궤도에 오를 때까지 남아 있기를 원하지만, 요청이 있다면 2026년 퇴진 계획 이전에 퇴진할 의향이 있다고 밝혔다.
닛산은 1조 2000억 엔(156억 5000만 달러)의 순현금을 보유하고 있음에도 불구하고 회계연도 첫 9개월 동안 5060억 엔(66억 달러)을 소진하는 등 점점 더 많은 어려움에 직면하고 있다.
왜 중요한가: 폭스콘이 <a href="https://www.benzinga.com/markets/equities/25/02/43685566/apple-supplier-foxconn-considers-buying-nissan-shares-but-only-if-an-ev-deal-is-in-place" target="_blank" rel="noopener">닛산 주식 인수에 관심을 표명</a>하는 동안 KKR &amp; Co. 및 미국 자동차 제조업체를 포함한 다른 잠재 투자자들은 기회를 평가하고 있다. 닛산의 36%를 소유하고 있는 르노(OTC:<a class="ticker" href="https://www.benzinga.com/stock/RNLSY#OTC">RNLSY</a>)는 지분을 프리미엄으로 매각하는 옵션을 모색하고 있다.
닛산의 주거래 은행인 미즈호 파이낸셜 그룹은 닛산의 유동성 수요를 지원하기 위해 사모펀드 그룹이 참여하는 자금 조달 솔루션을 적극적으로 모색하고 있다.
스태티스타(Statista) 데이터에 따르면 글로벌 판매량 기준 상위 3개 자동차 제조업체는 토요타(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>), 폭스바겐(OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>) 그리고 스텔란티스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>)이며, 그 다음은 포드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>)와 제너럴모터스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GM#NYSE">GM</a>)가 뒤를 잇고 있다.
주가 움직임: 혼다 주가는 화요일(18일) 현재 도쿄거래소에서 0.46% 상승한 1,430엔에서 거래되고 있고, 닛산 주가는 4.08% 상승한 441엔에 거래되고 있다.
이미지 출처: Shutterstock
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폭스콘 테크놀로지 그룹(Hon Hai Precision)(OTC:<a class="ticker" href="https://www.benzinga.com/stock/HNHPF#OTC">HNHPF</a>)은 애플의 주요 아이폰 제조업체로, <a href="https://www.benzinga.com/general/entertainment/25/02/43566305/deal-dispatch-pharmchem-forgoes-banker-to-run-sale-tgi-fridays-sells-19-restaurants-for-3-1-million" target="_blank" rel="noopener">전기차 제조 사업</a>으로 확장하기 위한 광범위한 전략의 일환으로서 닛산 자동차에 대한 르노의 지분 인수를 고려할 것이라고 수요일(12일) 밝혔다.
무슨 일 있었나: 영 리우 폭스콘 회장은 회사가 닛산 주식 인수를 논의하고 있다고 밝혔지만, 잠재적 지분 매입은 닛산이나 르노와의 전기차 제조 파트너십 확보에 달려 있다고 강조했다고 파이낸셜타임스가 <a href="https://www.ft.com/content/f6a9cfb0-edba-4336-a2c1-e67238c5ccea" target="_blank" rel="noopener">보도했다</a>.
영 리우는 "협력에 지분 확보가 필요하다면 고려해 보겠지만, 주식 매입이 우리의 주요 목표는 아니다&#8221;라고 말했다.
폭스콘은 르노, 닛산, 혼다 자동차 등 잠재적 파트너들과 2개월 이내에 <a href="https://www.benzinga.com/markets/asia/25/02/43517930/nissan-ceo-seeks-to-end-honda-merger-talks-report" target="_blank" rel="noopener">협력 계약 체결을 발표</a>할 계획이다. 이 소식으로 도쿄 거래에서 닛산 주가는 6.3% 하락했다.
왜 중요한가: 르노가 2023년 제휴 구조 조정 이후 현재 프랑스 신탁에 보유하고 있는 닛산 지분 36%의 절반을 매각할 계획인 가운데, 이러한 움직임이 나타났다.
닛산의 전직 임원이며 현재 폭스콘의 전기차 사업부 최고전략책임자인 준 세키(Jun Seki)가 12월에 르노의 CEO인 루카 드 메오(Luca De Meo)를 만나 잠재적인 주식 인수를 논의한 것으로 알려졌다.
닛산이 <a href="https://www.benzinga.com/markets/asia/25/02/43517930/nissan-ceo-seeks-to-end-honda-merger-talks-report" target="_blank" rel="noopener">최근 세계 4위의 자동차 그룹을 만들 수 있는 혼다와의 합병 논의</a>를 종료한 가운데 폭스콘과의 논의가 이루어졌다.
닛산은 중국 경쟁업체의 압박이 커지고 있는 상황에서 경영 정상화 전략의 일환으로 9,000명의 일자리를 감축하고 생산 능력을 20% 줄이겠다는 계획을 발표했다.
폭스콘의 경우, 르노나 닛산과 계약을 체결하면 대만 이외의 전통적인 자동차 제조업체와 맺은 첫 번째 파트너십을 맺게 되며, 현재 신생 기업과의 파트너십을 넘어 전기 자동차 계약 제조로 사업을 확장할 수 있는 잠재력을 갖게 된다.
면책 조항: 이 콘텐츠는 부분적으로 AI 도구의 도움을 받아 작성되었으며, Benzinga 편집자가 검토하고 게시했습니다.
사진 출처: Flickr
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<h2 class="wp-block-heading">블록에 등장한 신규 기업들</h2>
팜켐(OTC:<a class="ticker" href="https://www.benzinga.com/stock/PCHM#OTC">PCHM</a>), 약물 감지 땀 패치의 대표 기업이 전략적 대안을 모색하고 있다(즉, 인수합병 또는 매각). 이사회는 지금까지 은행가를 고용하는 것보다 독자적으로 상황을 처리할 수 있다고 자신감을 나타냈다. 관심 있는 인수자는 <a href="https://www.benzinga.com/topic/mergers-and-acquisitions">공식 데이터룸</a>에 접근할 수 있다.
이번 주 경매 블록의 다른 아이템들:
<ul>
<li>온타리오 교원연기금(Ontario Teachers&#8217; Pension Plan)이 라자(Lazard)를 고용하여 컴플라이언스 소프트웨어 회사 미트라테크(Mitratech)의 매각 프로세스를 운영하도록 했다. 로이터는 거래 규모가 약 40억 달러에 이를 것으로 추정하고 있다.</li>
<li>페이세이프(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSFE#NYSE">PSFE</a>)가 2020년에 <a href="https://www.benzinga.com/news/20/12/18678982/paysafe-goes-public-again-in-spac-deal-what-investors-should-know">SPAC을 통해 상장된</a> 것을 기억하자. 현재, 블룸버그에 따르면 <a href="https://www.bloomberg.com/news/articles/2025-02-06/paysafe-is-said-to-weigh-sale-after-getting-takeover-interest?srnd=phx-deals">매각 대상</a>이 되고 있다. 억만장자 빌 폴리(Bill Foley)가 지원하는 이 회사는 인수 관심을 받고 있다.</li>
<li>스위스에 본사를 둔 뱅크 J. 사프라 사라신(Bank J. Safra Sarasin)은 덴마크의 삭소 은행에 대한 인수 제안을 검토 중이다. 이는 <a href="https://www.bloomberg.com/news/articles/2025-02-03/safra-sarasin-is-said-to-explore-deal-for-denmark-s-saxo-bank?srnd=phx-deals">블룸버그</a>에 의해 보도되었다.</li>
</ul>
<h2 class="wp-block-heading">블록에서의 업데이트</h2>
<ul>
<li>베리타스 캐피털(Veritas Capital)은 월스트리트 데이터 제공업체 던 앤 브래드스트리트(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DNB#NYSE">DNB</a>)를 인수하기 위해 접촉 중이다. <a href="https://www.bloomberg.com/news/articles/2025-02-07/veritas-is-said-in-talks-to-acquire-data-firm-dun-bradstreet?srnd=phx-deals">블룸버그</a>에 따르면, 던 앤 브래드스트리트의 시장 가치는 49억 달러이다.</li>
<li>바슈 + 롬(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BLCO#NYSE">BLCO</a>)은 바슈 헬스 컴퍼니스(Bausch Health Companies Inc.)와의 &#8220;완전 분리&#8221;를 고려했다. 잠재적 구매자들과의 협상 후, 그 과정은 거래로 이어지지 않았다. 이 회사는 완전한 분리를 목표로 하고 있음을 확인했다. 2024년 전체 연간 수익은 2월 19일에 발표될 예정이다.</li>
<li>KKR &amp; 컴퍼니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KKR#NYSE">KKR</a>)는 일본 기술 그룹 후지 소프트를 인수하려고 한다. 이 사모펀드는 경쟁사 베인 캐피털를 제치기 위해 제안을 약 43억 달러로 인상했다.</li>
<li>베인은 후지 소프트 거래가 성사되지 않을 경우를 대비해 다른 거래를 진행 중이다. <a href="https://www.bloomberg.com/news/articles/2025-02-06/bain-is-said-to-near-3-billion-deal-for-mitsubishi-pharma-unit?srnd=phx-deals">블룸버그에 따르면</a>, 이 회사는 미츠비시 케미컬 홀딩스(TYO:<a class="ticker" href="https://www.benzinga.com/stock/TYO:4188#TYO">4188</a>)의 제약 부문을 인수하기 위해 거의 33억 달러 이상을 지불할 예정이다.</li>
</ul>
<h2 class="wp-block-heading">블록에서 나온 거래들</h2>
<ul>
<li>한편, 베인 캐피털는 밀라크론(Milacron)의 51% 지분을 <a href="https://www.plasticsnews.com/news/hillenbrand-sells-majority-stake-milacron-bain-capital-287m">인수하기로 합의</a>했다. 밀라크론은 플라스틱 가공 장비 및 서비스 제공업체이며, 힐렌브랜드(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HI#NYSE">HI</a>)는 이 지분을 2억 8천7백만 달러에 매각했다.</li>
<li>리버우드 캐피털(Riverwood Capital)은 뮌헨에 본사를 둔 소매업체 및 브랜드 가격 책정 플랫폼 퀵리자드(TASE:<a class="items-end ticker-link-wrapper inline-flex" href="https://www.benzinga.com/quote/qlrd" target="_blank" rel="dofollow noopener" aria-label="Go to Quote Page for QLRD" data-google-interstitial="false">QLRD</a>)를 약 5천2백만 달러에 인수하기로 합의했다.</li>
<li>TPG는 미국의 상업용 규모의 태양광 발전소 소유업체 알투스 파워(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMPS#NYSE">AMPS</a>)를 약 22억 달러에 인수하기로 합의했다.</li>
<li>또 다른 태양광 관련 거래: 턴/리버 캐피털(Turn/River Capital)은 텍사스 오스틴에 본사를 둔 솔라윈즈(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>)를 44억 달러에 인수하기로 합의했다. 이는 2월 6일 목요일 주가 종가 대비 35% 프리미엄이다.</li>
<li>몬트리올에 본사를 둔 발소프트(Valsoft)는 코아츄 매니지먼트(Coatue Management)와 바이킹 글로벌 인베스터(Viking Global Investors)의 지원을 받아 브라질의 클라우드 기반 공증인 관리 소프트웨어 제공업체 VHL 시스테마스(VHL Sistemas)를 인수했다.</li>
<li>BCI, 캐나다 자산 관리 회사가 룩셈부르크에 본사를 둔 투자사 BBGI 글로벌 인프(LSE:BBGIB)를 약 10억 파운드 (12억 4천만 달러)에 인수하기로 합의했다.</li>
<li>EP 글로벌 코머스, 억만장자 다니엘 크레틴스키(Daniel Kretinsky)가 지원하는 회사가 메트로를 20억 유로 (27억 6천만 달러)로 <a href="https://www.bloomberg.com/news/articles/2025-02-06/czech-billionaire-kretinsky-seeks-to-take-metro-private-again?srnd=phx-deals" target="_blank" rel="noopener">인수</a>했다. 이는 독일 뒤셀도르프에 본사를 두고 있다.</li>
<li>데이터브릭스, 620억 달러로 평가된 회사가 블레이드브릿지(BladeBridge)를 <a href="https://www.infoworld.com/article/3817328/databricks-acquires-bladebridge-to-aid-data-warehouse-migrations.html" target="_blank" rel="noopener">인수</a>하여 기업 데이터 웨어하우스 마이그레이션을 강화했다.</li>
<li>JD닷컴(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>)은 독일의 세코노미 AG 인수에 대한 관심을 되살렸다고 한다. 이 중국 전자상거래 거인은 2023년에 <a href="https://www.benzinga.com/trading-ideas/movers/25/02/43496221/jd-coms-stock-dips-as-ceconomy-deal-heats-up-in-germany-is-the-e-commerce-king-eyeing-expansion">독일 소매업체에 대한 관심을 마지막</a>으로 나타냈다.</li>
<li>닛산 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>)의 CEO 우치다 마코토(Makoto Uchida)는 혼다 자동차(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>)의 CEO 미베 토시히로(Toshihiro Mibe)에게 <a href="https://kr.benzinga.com/news/usa/stocks/%EB%8B%9B%EC%82%B0-%EC%9E%90%EB%8F%99%EC%B0%A8-ceo-%ED%98%BC%EB%8B%A4-%EC%9E%90%EB%8F%99%EC%B0%A8%EC%97%90-%ED%95%A9%EB%B3%91-%ED%98%91%EC%83%81-%EC%A2%85%EB%A3%8C%EB%A5%BC-%ED%86%B5%EB%B3%B4/" target="_blank" rel="noopener">잠재적 합병 논의를 종료하겠다는 의사를 통보</a>했다.</li>
<li>브룩필드(Brookfield)는 휴스턴에 본사를 둔 전기 열 및 센싱 솔루션 제공업체 케멜렉스(Chemelex)를 17억 달러에 인수하는 거래를 완료했다. 골드만삭스는 엔벤트 일렉트릭(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVT#NYSE">NVT</a>)의 매각 측에서 자문을 맡았다.</li>
<li>코트 스퀘어 캐피털 파트너스와 윈드로즈 헬스 인베스터스(WindRose Health Investors)는 텍사스 프리스코에 본사를 둔 주입 회사 솔레오 헬스(Soleo Health)의 11억 달러 인수 거래를 완료했다.</li>
</ul>
<h2 class="wp-block-heading">파산 블록</h2>
판사 크리스토퍼 로페즈(Christopher Lopez)는 알렉스 존스(Alex Jones)의 미디어 회사 인포워스(Infowars)의 두 번째 경매 시도를 용이하게 하는 거래를 거부했다. NPR에 따르면 이 판결은 조에게 또 다른 임시 구제를 제공하지만, 샌디 훅 가족들이 거의 7년 전 부당성 손해배상으로 판결된 13억 달러를 회수하기 위한 노력을 지연시킨다.
로페즈 판사는 인포워스의 모회사인 프리 스피치 시스템(FSS)이 더 이상 파산 상태가 아니기 때문에 거래를 승인할 수 없다고 설명했다. 즉, 그의 판단에 따라 자산은 판매될 수 없으며, 오직 조의 회사 소유 지분만 경매에 부쳐질 수 있다. 그러나 판사는 또한 <a href="https://www.benzinga.com/media/24/11/41982446/jokes-on-jones-onion-backed-by-families-of-sandy-hook-victims-buys-info-wars">이전 제안</a>을 차단했다. 이 제안은 풍자 웹사이트 디 어니언(The Onion)이 샌디 훅 희생자 가족들과 협력하여 인포워스에 입찰한 것이었다.
앞으로 로페즈는 모든 자산 판매는 간단한 현금 거래여야 한다고 강조했다. 이번 결정으로 손해배상 회수 및 조의 플랫폼 해체 가능성에 대한 경로는 여전히 불확실하다.
TGI 프라이데이는 11장소를 포함하여 19개의 추가 매장을 파산 보호 챕터 11 절차의 일환으로 매각했다. 캘리포니아 프리몬트에 본사를 둔 야다브 엔터프라이즈가 300만 달러의 부채로 16개 매장을 인수하고, 슈가로프 호스피텔리티, 전 TGI 프라이데이의 CEO 레이 블란셰트(Ray Blanchette) 소유의 회사가 3개 매장을 10만 달러에 인수하고 있다.
<h2 class="wp-block-heading">블록에서의 노트</h2>
규모 vs 범위: 이번 주 베인 캐피털은 미디어 부문에서의 트렌드를 지적했다.
미디어 거래가 &#8220;주로 산업 간 거래&#8221;가 되고 있다. 베인의 <a href="https://www.bain.com/insights/media-and-entertainment-m-and-a-report-2025/">분석</a>에 따르면, 딜로직(Dealogic)의 데이터를 사용하여 2024년 1~3분기 동안 모든 미디어 산업 M&amp;A의 절반 이상이 목표 또는 인수자가 자사 산업 외부에 있었던 것으로 나타났다.
여기 몇 가지 주목할 만한 사항들이 있다. 베인의 파트너인 니콜 마군, 매트 키스 및 알렉스 이건이 언급했다:
<ul>
<li>과거에는 월트 디즈니(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>)의 거래 대부분이 &#8220;규모&#8221; (즉, 2006년 Pixar 인수 및 2019년 21세기 폭스 인수)였으나, 현재는 &#8220;범위 거래&#8221;의 비중이 높아지고 있다. 예를 들어, 지난해 디즈니는 <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/09/41052867/disneys-streaming-surge-epic-games-deal-among-key-growth-drivers-says-analyst">포트나이트의 제작사</a> 에픽 게임즈에 투자했다.</li>
<li>소니 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SONY#NYSE">SONY</a>)는 알라모 드래프트하우스(Alamo Drafthouse)라는 극장-저녁 식사 체인을 인수했다.</li>
<li>기업들은 또한 지속 가능한 IP를 위한 거래를 진행하고 있다: 소니 뮤직은 마이클 잭슨의 <a href="https://www.benzinga.com/general/entertainment/24/08/40515995/michael-jacksons-1-5b-catalog-lands-court-approval-for-sale-thriller-for-sony">음악 및 저작권 카탈로그</a>의 절반을 인수했다.</li>
<li>팝하우스 엔터테인먼트(Pophouse Entertainment)는 키스(Kiss)의 카탈로그와 <a href="https://www.benzinga.com/general/entertainment/24/04/38116031/sealed-with-a-kiss-rock-band-sells-legacy-for-300m-who-did-gene-simmons-get-into-bed-with">밴드 멤버의 초상권</a>를 인수했다.</li>
<li>사모펀드들은 품질 있는 IP를 보유한 소규모 제작 스튜디오에 투자하고 있다. 예를 들어, 레드버드(Redbird)는 All3Media를 인수하여 영상 분야에서 지속적인 우위를 확보하고자 했다.</li>
</ul>
위험이 있을까? &#8220;산업 간 미디어 M&amp;A에서 인수자는 이러한 거래가 다른 유형의 실사를 요구한다는 것을 빠르게 배운다&#8221;고 베인의 파트너들이 말한다. &#8220;첫째, 인수자는 목표 산업에 덜 익숙할 가능성이 높다. 또한, 범위 거래에 내재된 수익 시너지는 비용 시너지보다 실현하고 평가하기가 더 어렵다.&#8221;
지난주 딜 디스패치의 에디션은 <a href="https://kr.benzinga.com/news/usa/stocks/%EB%94%9C-%EB%94%94%EC%8A%A4%ED%8C%A8%EC%B9%98-%EC%84%B8%EC%9D%B4%EC%A7%80%EC%99%80-%EC%8B%A4%EB%B2%84%EC%8A%A4%EA%B0%80-%EB%A7%A4%EA%B0%81-%EC%A4%91-%EB%AF%B8%EC%8A%A4%ED%84%B0%EB%B9%84%EC%8A%A4/" target="_blank" rel="noopener">여기를 클릭하세요.</a>
이미지는 Shutterstock의 사진을 사용하여 생성되었습니다.
다른 트레이더들보다 30분 일찍 독점 시장 움직임 뉴스를 받아보세요. 
Benzinga Pro의 14일 무료 체험을 통해 독점 뉴스 기사를 이용할 수 있어 수백만 명의 다른 트레이더보다 먼저 실행 가능한 거래 뉴스를 얻을 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

딜 디스패치: 팜켐이 독자 매각을 진행, TGI 프라이데이는 $1,900만 에 19개의 레스토랑 매각

닛산 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>)의 CEO 우치다 마코토(Makoto Uchida)가 혼다 자동차(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>)의 CEO 미베 토시히로(Toshihiro Mibe)에게 잠재적 합병에 대한 논의를 종료할 의사를 통보했다고 아사히가 목요일 보도했다.
닛산 주식은 도쿄 증권 거래소에서 2.09% 상승하여 395 일본 엔 (2.59달러)으로 거래되었으며, 반면 혼다 주식은 4.10% 하락하여 1,438 일본 엔 (9.44달러)으로 거래되었다.
다음 읽기: 
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/%EC%8A%A4%ED%8A%B8%EB%A0%88%ED%8B%B0%EC%A7%80-4%EB%B6%84%EA%B8%B0-%EC%8B%A4%EC%A0%81-%EB%A7%A4%EC%B6%9C-%EB%B6%80%EC%A7%84-btc%EC%97%90-205%EC%96%B5-%EB%8B%AC%EB%9F%AC-%EC%A7%80%EC%B6%9C/" target="_blank" rel="noopener">스트레티지 4분기 실적: 비트코인 재무부 회사가 BTC에 205억 달러 지출, 매출 부진에도 주가 소폭 상승</a></li>
</ul>
이미지 출처: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
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<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

닛산 자동차 CEO, 혼다 자동차에 합병 협상 종료를 통보: 보도

금요일에 스텔란티스 NV(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STLA#NYSE">STLA</a>)와 폭스바겐 AG(OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>)를 포함한 유럽 자동차 제조사들의 주가가 고전했다. 이는 일부 플러그인 하이브리드 전기차(PHEV)가 조 바이든 대통령의 인플레이션 감축법(IRA)에 따라 이번 주부터 미국 세금 공제 혜택을 잃었기 때문이다.
도널드 트럼프 대통령 당선인은 바이든의 친전기차(EV) 정책을 공격하고 외국산 자동차에 대한 관세를 위협했다. 이는 테슬라 CEO이자 주요 트럼프 지지자인 일론 머스크가 지지한 바 있다.
머스크는 또한 모든 정부 보조금, EV, 석유 및 가스에 대한 보조금 포함에 반대하는 입장을 표명했다. 한편, 테슬라(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)의 사이버트럭은 이제 $7,500의 전기차 소비자 세금 공제 자격을 얻었다.
또한 읽기: <a href="https://www.benzinga.com/25/01/42772915/li-auto-rerated-on-new-model-pipeline-and-autonomous-driving-advances-analyst" target="_blank" rel="noreferrer noopener">골드만 삭스, 리 오토의 새로운 모델 파이프라인과 자율주행 발전에 강한 상승 전망 제시</a>
블룸버그에 따르면, 폭스바겐의 ID.4 전기 크로스오버 SUV는 전체 세금 공제를 잃었다고 블룸버그가 에너지부와 환경보호청을 <a href="https://www.bloomberg.com/news/articles/2025-01-03/stellantis-volkswagen-drop-after-losing-us-electric-car-subsidy?srnd=phx-industries&amp;sref=TBDibEcD" target="_blank" rel="noreferrer noopener">인용</a>하여 보도했다.
닛산 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANF#OTC">NSANF</a>) (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>)와 스텔란티스 모델도 미국 세금 공제 혜택을 잃었다.
현재 18개의 EV와 플러그인 하이브리드 모델이 세금 공제 자격을 갖추고 있으며, 2024년에는 22개 모델이 자격을 갖출 것으로 예상된다.
폭스바겐은 미국에서 스카우트(Scout) 배터리 전기 SUV 라인으로 오랫동안 고군분투해 왔으며, 유럽에서 성장세가 둔화되고 중국에서 경쟁이 심화되었다. VWAGY 주가는 지난 12개월 동안 28% 하락했다.
스텔란티스 주가는 지난 12개월 동안 43% 하락했다. 이는 제품 지연과 미국 내 재고 과잉으로 인한 것이다. 이탈리아의 승용차 생산은 2024년에 46% 감소했으며, 전기 피아트 500과 같은 모델이 시장에서 주목받지 못했다.
애널리스트들은 2024년 미국 신차 판매가 재고와 인센티스에 힘입어 <a href="https://www.benzinga.com/news/25/01/42782741/ahead-of-tesla-stellantis-reporting-final-sales-numbers-analysts-predict-new-car-sales-in-2024-expected-to-h" target="_blank" rel="noreferrer noopener">1,580만 대</a>를 초과할 것으로 예상한다. 또한, EV 판매가 130만 대에 이를 것으로 예상되며, 소비자들이 새로운 정부 하의 세금 공제 변경 가능성 전에 세금 공제를 받으려 서둘러 움직일 것이다.
주가 변동: 스텔란티스 주가는 금요일 1.96% 하락 $12.53에 마감했다.
또한 읽기:
<ul>
<li><a href="https://www.benzinga.com/24/12/42725756/xiaomi-evs-to-access-charging-networks-of-nio-xpeng-and-li-auto" target="_blank" rel="noreferrer noopener">샤오미, EV 충전 옵션 확대, 니오, 샤오펑, 리 오토와 파트너십으로 네트워크 접근성 강화</a></li>
</ul>
이미지: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
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<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

스텔란티스, 폭스바겐 주식이 미국 전기차 세금 공제가 사라지면서 어려움에 직면

전 세계적으로 전기차로의 전환이 진행되고 있는 가운데, &#8216;전기차의 대부&#8217;로 불리는 앤디 팔머는 자동차 제조사들에게 경고를 보냈다. 그는 완전 전기차보다 하이브리드 차량을 우선시하는 전략은 중국 경쟁업체에 뒤처질 수 있다고 경고했다.
무슨 일 있었나: 전 애스턴 마틴 CEO이자 닛산 임원 출신인 팔머는 비야디(OTC:<a class="ticker" href="https://www.benzinga.com/stock/BYDDY#OTC">BYDDY</a>) 같은 중국 자동차 제조업체가 전기 자동차 시장에서 빠르게 발전하고 있음을 강조했다. 이 회사들은 비용 효율적이고 기술적으로 진보된 차량을 제공함으로써 국내에서 상당한 입지를 확보했다.
팔머는 "중국 자동차는 정말 훌륭하다&#8221;며 &#8220;가격 대비 놀라운 가치를 제공한다&#8221;고 말했다.
또한 중국 브랜드가 배터리 기술과 소프트웨어에서 뛰어나며 탁월한 가치를 제공한다고도 지적했다.
팔머는 중국 정부가 2009년 이후 2,300억 달러 이상의 보조금을 투자한 전략적 산업 정책 덕분에 전기차 부문에서 성공을 거둘 수 있었다고 말했다. 그는 닛산과 합작한 둥펑자동차에서 근무하는 동안 중국의 공격적인 전기차 전략을 직접 목격했다고 한다.
중국의 부상에 대응하여 미국과 유럽은 자국 산업을 보호하기 위해 관세를 부과했다. 그러나 팔머는 이러한 관세가 서구 제조사의 경쟁력을 저해할 수 있다고 주장했다.
"내 경험에 따르면 관세는 토착 기업들을 게으르게 만들 뿐이고, 격차는 더 커진다&#8221;고 했다.
팔머는 서구의 자동차 제조업체들이 중국 기업과의 치열한 경쟁에 대비할 것을 촉구하며, 특히 비야디와 샤오펑 같은 기업이 확장하고 있는 유럽에서 대비해야 한다고 강조했다.
이 기사도 읽어보세요: <a href="https://kr.benzinga.com/news/usa/stocks/%ED%86%A0%EC%9A%94%ED%83%80-%EB%B0%8F-%EB%A0%89%EC%84%9C%EC%8A%A4-%EB%B8%8C%EB%9E%9C%EB%93%9C-%EB%B8%94%EB%9E%99-%ED%94%84%EB%9D%BC%EC%9D%B4%EB%8D%B0%EC%9D%B4-%EC%97%B4%ED%92%8D-%EC%86%8D-11%EC%9B%94/">토요타 및 렉서스 브랜드, 블랙 프라이데이 열풍 속 11월 판매 4% 이상 증가</a>
왜 중요한가: 글로벌 전기 자동차 환경은 빠르게 진화하고 있으며, 중국이 이를 주도하고 있다. 9월의 보고서에 따르면 중국 <a href="https://www.benzinga.com/markets/asia/24/09/40886450/50-of-new-car-sales-in-china-are-electric-but-in-the-us-its-only-10-are-protectionist-policies-widen">신차 판매의 50%가</a> 전기차인 반면, 미국은 10%에 불과하다. 이러한 격차는 최근 전기 자동차에 대한 100% 세금을 포함한 중국 제품에 대한 바이든 행정부의 관세 등 보호주의 정책의 영향을 나타낸다.
11월, 중국은 중국산 전기차에 대한 유럽연합(EU)의 관세에 대해 세계무역기구(WTO)에 <a href="https://www.benzinga.com/news/24/11/41754367/china-escalates-trade-dispute-lodges-complaint-with-wto-over-european-ev-tariffs">공식적으로 제소</a>함으로써 유럽연합과의 무역 분쟁을 격화시켰다. 중국산 전기차에 최대 35%의 관세를 부과하기로 한 EU의 결정은 불공정한 비즈니스 관행에 대한 대응으로 여겨졌다.
한편, 비야디는 <a href="https://www.benzinga.com/markets/equities/24/07/39617169/byd-set-to-surpass-tesla-in-bev-sales-by-2024-as-china-leads-global-market-growth-report">2024년까지</a> 전기차 판매량 21% 증가와 중국에서의 강력한 시장 전망에 힘입어 순수전기차(BEV) 판매량에서 테슬라를 능가할 것으로 예상하고 있다.
면책 조항: 이 콘텐츠는 부분적으로 <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a>의 도움을 받아 생성되었으며, Benzinga 편집자가 검토하고 게시했습니다.
이미지 출처: Shutterstock
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
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'전기차의 대부' 앤디 파머, 하이브리드 집중과 관세에 대해 경고

혼다 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/HNDAF#OTC">HNDAF</a>) 주가는 화요일(24일) 도쿄 증시에서 13% 넘게 급등했다. 이는 일본 자동차 제조사 혼다가 대규모 자사주 매입을 발표하고, 닛산 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>)와의 <a href="https://www.benzinga.com/24/12/42642773/honda-nissan-start-merger-talks">합병 논의</a>를 확인한 이후 2008년 이후 최대 일간 상승폭을 기록했다.
혼다 주가는 도쿄 거래소에서 1,452엔으로 급등한 반면, 닛산 주가는 화요일 거래에서 0.22% 소폭 하락한 449엔을 기록했다. 미국 증시에 상장된 혼다(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>) 주식은 앞서 월요일(23일)에 상승세로 거래되어 당일 12.72% 상승한 26.93달러에 마감했다. 시간외 거래에서는 추가로 2.94% 상승했다.
혼다는 2025년 12월까지 발행 주식의 약 24%에 해당하는 최대 1조 1,000억 엔(70억 달러) 상당의 자사주를 매입할 계획이다. 이번 자사주매입은 지난 11월 1,000억 엔 규모의 자사주 매입 계획을 크게 초과하는 수준이다.
일본의 두 거대 자동차 기업인 닛산과 혼다가 합병을 위한 공식 협상을 시작했으며, 이를 통해 판매량 기준 세계 3위의 자동차 제조업체가 탄생할 수 있다.
두 회사는 2025년 6월까지 합병 논의를 마무리할 예정이다. 닛산의 기존 전략적 파트너인 미쓰비시 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/MMTOF#OTC">MMTOF</a>)는 1월까지 합병 법인에 합류할지 여부를 결정해야 한다.
이미지: Shutterstock 
면책 조항:이 콘텐츠는 부분적으로 AI 도구의 도움으로 작성되었으며 Benzinga 편집자가 검토하고 게시했습니다.
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Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

혼다, 닛산과 합병 및 자사주매입으로 주가 13% 이상 급등

수요일(18일) 도쿄에서 닛산 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>) 주가는 혼다 자동차(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>)와 <a href="https://www.benzinga.com/news/global/24/12/42541842/japanese-auto-giants-nissan-honda-eye-merger-says-nikkei">합병 논의가 보도된 후</a> 22.54% 급등했다. 반면에 혼다의 주가는 2% 하락하고 있다.
보도에 따르면 두 자동차 제조업체는 닛산이 24% 지분을 보유한 미쓰비시 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/MMTOF#OTC">MMTOF</a>) 포함해 지주사 구조 하에서 합병을 모색하고 있으며, 곧 양해각서가 체결될 것으로 예상된다. 미쓰비시 자동차 주가는 이 글을 쓰는 시점에 도쿄에서 13% 이상 상승한 채 거래되고 있다.
합병이 완료되면 닛산-혼다-미쓰비시 통합 그룹은 연간 판매량이 800만 대를 넘어 세계 최대 자동차 제조업체 중 하나가 될 수 있다. 하지만 2023년에는 1,120만 대를 판매한 토요타 자동차(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>), 920만 대를 판매한 독일의 폭스바겐 AG에는 미치지 못할 것으로 보인다.
올해 들어 닛산 주가는 28.3% 하락한 412엔(2.68달러)에 거래되고 있으며, 혼다 주가는 15.7% 하락한 1,270엔(8.27달러)에 거래되고 있다. 한편, 미쓰비시 자동차 주가는 올해 1.49% 상승한 463엔(3.01달러)에 거래 중이다.
이미지 출처: Shutterstock
면책 조항: 이 콘텐츠는 부분적으로 AI 도구의 도움을 받아 생성되었으며, Benzinga 편집자가 검토하고 게시했습니다.
Benzinga Pro의 독점 뉴스 및 도구로 수익률을 높이세요.
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혼다와 합병 협상 보도 이후 닛산 주가 20% 급등, 미쓰비시도 동반 상승세

일본 자동차 제조업체 닛산 자동차(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NSANY#OTC">NSANY</a>)와 혼다 자동차(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMC#NYSE">HMC</a>)가 합병 협상을 진행 중이라는 소식이 전해졌다. 이는 <a href="https://asia.nikkei.com/Business/Automobiles/Honda-and-Nissan-to-begin-merger-talks-amid-EV-competition" target="_blank" rel="noopener">화요일 닛케이 신문에 의해 처음 공개</a>되었으며, 두 회사가 지주사 아래 통합하고 미쓰비시 자동차도 포함할 것으로 알려졌다.
알아야 할 내용: 닛케이에 따르면 닛산-혼다-미쓰비시 통합 그룹의 연간 자동차 판매량은 800만 대 이상으로 <a href="https://www.statista.com/statistics/267274/worldwide-vehicle-sales-of-toyota-since-2007/" target="_blank" rel="noopener">최대 자동차 제조사 중 한 곳</a>이 될 수 있지만, 토요타 자동차의 1,120만 대와 폭스바겐의 920만 대에는 미치지 못할 것으로 보인다.
<a href="//www.cnbc.com/2024/12/17/japans-honda-and-nissan-to-reportedly-begin-merger-talks.html"" target="_blank" rel="noopener">CNBC</a> 보도에 따르면 닛산과 혼다는 앞서 최종 결정 없이 협력 기회를 모색 중이라며 해당 보도에 대한 확인을 거부했다. 올해 초 두 회사는 부품 및 소프트웨어 공유를 위해 협력하여 잠재적으로 통합을 위한 기반을 마련했다.
이번 합병 논의는 닛산이 수익성 약화, 2018년 카를로스 곤(Carlos Ghosn) 전 회장의 축출로 인한 격동의 시기에서 회복하는 등 지속적인 도전과 씨름하고 있는 가운데 나온 것이다.
또한 테슬라 및 중국 경쟁업체들과 경쟁하기 위해 전기 자동차 제품을 확대해야 한다는 압박을 받고 있다.
화요일 장 마감 시점에 혼다의 미국 거래 주가는 0.96% 상승한 25.26달러, 닛산의 장외 주가는 11.46% 상승한 5.11달러로 상승하는 등 긍정적인 반응을 보였다.
사진: Nissan 제공
다른 트레이더들보다 30분 일찍 시장 움직임에 대한 독점 뉴스를 받아보세요.
Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

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