$Nikkei 225 (.N225.JP)$
As President Trump's inauguration approaches, and after his inauguration, it feels like the Nikkei average is being swayed by a president from the USA, as seen in the Candlestick.
It's fine to leave long-term premise stocks in Funds alone, but it's scary to touch anything that is not related to President Trump.😅

$Nissan Motor (7201.JP)$
While seeing reports of reducing production capacity in China by 0.5 million units to 1 million units, can 1 million units really be sold considering the situation where Chinese manufacturers are gaining strength and significantly increasing sales at low prices?
It is predicted that the battle in China will only become more severe...
-
NISSAN MOTOR CO reports a final deficit of 80 billion yen this term, with restructuring costs amounting to 100 billion yen.
https://www.nikkei.com/article/DGKKZO86713850T10C25A2EA1000/

$Nissan Motor (7201.JP)$
There is no intention to conduct a TOB and take control of NISSAN MOTOR CO.
It feels understandable that it is said reluctantly from the rumored bank system and the Ministry of Economy, Trade and Industry...
In terms of corporate integration, companies should ideally complement each other in terms of market, vehicle types, and technology; however, it seems that is not the case with Honda and NISSAN MOTOR CO.
However, I think NISSAN MOTOR CO needs to gain strong support in a limited amount of time.... Is Hon Hai a strong candidate?
-
Honda's President of the three divisions explained the reason why the integration with NISSAN MOTOR CO has become 'nullified': 'It is not the time or place to invest time and effort into creating a company.'
https://news.yahoo.co.jp/articles/9d1fb019b302bc975965cfcb397d6baa9e683f39

$FUJI Media Holdings (4676.JP)$
Fuji Media Holdings (4676)
The fact that Fuji Television's advertising revenue has fallen short by 23 billion yen over the three months from January to March means that the real challenge begins with the new fiscal year starting in April...
Overall, even though there is the Real Estate business and Assets, the significant costs incurred by Fuji Television create a scenario of depletion.
Although the stock price is rising, the movements are unusual, so it is safer for the average person to just watch and enjoy from a distance...
I mean, it may take years for the trust and credibility of this organization to be restored. Until then, advertising revenue is likely to be affected...

$FUJI Media Holdings (4676.JP)$
Confirming how much the suspended CM advertising revenue will impact performance.
Before announcing refunds & cancellations are okay, one would normally expect the management to have forecasts on the impact on performance. At the press conference, it was surprising to hear comments like 'haven't heard' or 'don't know', with a mix of having assets and not going bankrupt right away showing calmness, while dealing with a critical situation. Is that the case?
-
Fujitelevision press conference causes a stir with appearance of 'Imperial Databank'... What is the reason for 'understanding' as explained by the company's responsible journalist.
https://news.yahoo.co.jp/articles/77cafc259a622f5ba32a607a28f769940e110bcd

"President Trump retaliated by announcing a 25% tariff on all imports from Colombia. He stated that after one week, it will be raised to 50%. "These measures are just the beginning," he declared."
Japan is full of news related to Television, but the world is paying attention to President Trump's movements　
We are cautious with the stock market, as we cannot predict the future due to President Trump's actions (^｡^;)
- https://www.tokyo-np.co.jp/article/381979

$FUJI Media Holdings (4676.JP)$
"One of the supervisors of the new program starting in April mentioned in the Sports Nippon newspaper interview, "In a situation where advertising has stopped and the budget is uncertain, what should we prepare for?"
It seems challenging to secure Time CM orders starting from April in the situation where the report is due at the end of March, and no measures such as starting in September and filling time with reruns have been decided?
https://news.yahoo.co.jp/articles/691ce3198c6f64e5fa7382195de7c74ea2aab7d7

$FUJI Media Holdings (4676.JP)$
It will be approximately 12.2 billion yen on a monthly average.
Without the report from the third-party committee at the end of March, the company cannot determine, and if the commercials from January to March, which were not claimed, stop, approximately 36.6 billion yen in sales will be lost, which will have a tremendous impact on business performance...
-
Fuji Television will not bill for advertising fees for January, replacing with AC.
https://www.nikkei.com/article/DGXZQOUC247PN0U5A120C2000000/

$FUJI Media Holdings (4676.JP)$
At this time, although the time commercial sales for programs starting in April should be in full swing, it seems impossible to conduct any sales at all. So, is the idea that they do not invoice, and hence want to make provisional orders based on the assumption that the contracts from April will be normalized without invoicing?
Even though profits are made in Real Estate, the amount is not covered by that alone. By selling off the cash, stocks, and real estate holdings, there should be no problem with cash flow to some extent...
-
Fuji Television does not charge for CM fees, causing a blow to sponsoring companies and management. https://nordot.app/1255432593798955466?c=39550187727945729

$Mitsubishi Motors (7211.JP)$
Considering that participation in the management integration would weaken the company's influence in terms of size and restrict its freedom, I understand, but I am concerned about the survival strategy at the current scale.
-
Mitsubishi Motors to postpone merger with Honda and Nissan... Focus on expanding market share in the strong Southeast Asia region (Yomiuri Shimbun Online)
https://news.yahoo.co.jp/articles/d1d540b818962c6f10d4c3a973c26b8f3231b80c