Nissan Needs to Downsize the Company, Says SBI Securities’s Endo

The video discusses Nissan's current restructuring challenges, emphasizing the need to cut jobs and reduce global capacity due to overexpansion. It highlights the strategic path forward, drawing parallels to past strategies used by Carlos Ghosn. The financial outlook is bleak, with most profits expected from financial services rather than automobile sales. The discussion also covers Nissan's product mix and market position, noting a lack of synergy among its brands and the need to right-size the company to meet demand effectively.

What is one of the main challenges Nissan is currently facing?

• High employee satisfaction

• Strong competition from Ford

• Excessive global capacity

• Lack of new car models

What historical action by Carlos Ghosn is Nissan trying to replicate?

• Launching a new electric vehicle

• Increasing advertising budget

• Reducing platforms and headcounts

• Expanding into new markets

What percentage of Nissan's revenue comes from the automobile sector?

• 100%

• 90%

• 70%

• 50%

What is a major issue between Nissan and its partners Renault and Mitsubishi?

• Shared technology platforms

• Overlapping product lines

• Lack of synergy

• Excessive competition

What is the current strategic focus for Nissan to achieve profitability?

• Launching new luxury models

• Right-sizing to meet demand

• Increasing production capacity

• Expanding dealership networks