Forecast for record profits, will the Chinese market recover with budget-friendly EV batteries? Nissan Motor.
クリスのレポート
自己資本率31.9と低く、流動比率1.68とそこそこ、確認した年度でキャッシュフローがマイナスだった年は1年。財務的には良くも悪くもないイメージ。売上は確認した年度では2017が最大で一度下降し2017には届かないが復調している状態。2017年からグローバルの販売台数が減少している(2017、570万台から2022、330万台)。大きく減少しているのは中国、北米市場。今期、中国は減少しているが、国内、北米での出荷数が回復しており、2023年5月では最高益を予想している。
Chris's report
The equity ratio is low at 31.9%, and the liquidity ratio is moderate at 1.68. In the fiscal years
examined, there was one year with negative cash flow. Financially, the situation seems neither particularly good nor bad. In terms of sales, 2017 was the highest year observed, followed by a decline, but it's in a state of recovery without reaching the 2017 levels. Since 2017, there has been a decrease in global sales units (from 5.7 million units in 2017 to 3.3 million units in 2022), with significant reductions in the Chinese and North American markets. This term, despite a decline in China, shipments in Japan and North America are recovering, and as of May 2023, record-high profits are expected.
日経新聞によると日産がEV用電池を売るらしい。日産の経営って、ゴーンの件であんまり良いイメージないけどどうなんだろう？
Insight
According to the Nikkei newspaper, it seems that Nissan is going to sell batteries for EVs. I wonder
how Nissan's management is doing, considering there hasn't been a good image since the Ghosn
incident?
ミナの判断
PERは平均より僅かに低くい。売上高予想は最高益となっている。現状では中国市場を切っている状態で伸ばしていて面白い。低価格EVを搭載した廉価自動車を中国市場で販売する戦略なのかもしれない。悪くはないが、判断するのが難しいため、購入は控える。
Mina's judgment
The Price-to-Earnings Ratio (PER) is slightly below average. The revenue forecast is expected to be record-breaking. It's interesting that they are expanding while currently cutting off the Chinese market. It might be a strategy to sell budget-friendly cars equipped with low-priced EVs in the Chinese market. It's not bad, but it's difficult to make a judgment, so I will refrain from purchasing.
