$Nissan Motor (7201.JP)$
The reason why the stock went down with investment comments instead of acquisition is because
It's because the line of becoming a consolidated subsidiary through a third-party allocation of shares emerged, not through an acquisition by TOB, but by buying Renault's stake.
This is what Renault did last time.
Of course, the previous time the stock price went up due to Ghosn, so third-party allocation of shares is not bad, but short-term increase is difficult to expect from the perspective of TOB.

$Nissan Motor (7201.JP)$
Nissan's strange movement of rising due to the collapsed deal.
It is understood that in the midst of the tough understanding of a possible Nissan and Honda management integration, if the integration is canceled, the next step can be taken.
Now, the most important resource for Nissan is time, so it is most undesirable to waste time without making progress in the conversation.
In that case, there is a possibility that the market would appreciate the decision if one were to break up with a partner who is not willing to step into marriage.

$Alibaba (BABA.US)$
The deepseek is slow due to heavy user traffic, so I'm using qwen, which is quite convenient.
What I felt was more than I imagined from the Western side.
AI not only changes answers depending on the language of the question asked, so it may be because I asked in Japanese.
For example, when asking about a delicious horse meat dish in English, copilot is told it's unethical, but when asked in Japanese, it recommends horse sashimi or stew.
Setting aside blatant questions like the one a certain Japanese legislator made
Depending on how the question is asked, there's a feeling that China is not interested in doing the high-speed rail lately. It's not good for the economy and the focus is on existing railroads.
When suggesting sending electric power from China to Taiwan, currently it's politically unfeasible. It's necessary to build trust and progress in a multinational context involving Japan and the USA, for example.
They tend to give relatively flexible responses.
Rather than being strange expressions like openAI and copilot, it feels warm and balanced, making realistic conversations.
For example, if someone says that a DJI agricultural Drone ignores regulations and carries people, it may actually happen, but legally problematic and not recommended.
Probably in chatgtp, it's considered unethical...

$FUJI Media Holdings (4676.JP)$
One important point that has not been touched upon is whether entertainment involving female announcers was used to acquire sponsor companies.
If that is the case, compliance issues on the part of those who received entertainment naturally arise.
I have not seen all the press conferences, but at least in the reports this point has not been touched upon.

$Mitsubishi Motors (7211.JP)$
According to reports, although not participating in the merger, Mitsubishi Motors has been focusing on its strength in ASEAN recently. The reason why Mitsubishi's performance has been relatively stable is due to the relatively strong domestic sales and the significant impact of the PHEV boom in North America.
On the contrary, the ASEAN and Oceania markets are likely to become the main battlefield for Toyota to confront Chinese automakers led by BYD in the future. It will be quite challenging for Mitsubishi Motors to survive in this battlefield.
In fact, there are already signs of this in some countries.
For example, in the important pickup truck segment valued in ASEAN, BYD has already launched the Shark in Australia, receiving positive feedback locally. It will likely be sold in most ASEAN countries by the end of this year, and Toyota Hilux is expected to intensify its sales efforts to compete. Considering this situation, I believe it will be tough for Triton to succeed.

$Contemporary Amperex Technology (300750.SZ)$
Observations have been made by some that China's crude oil consumption is expected to peak in 2025. Despite fluctuations in the next few years, it can be considered that China's crude oil consumption has plateaued.
Currently, China's per capita crude oil consumption is only half of Japan's and a quarter of America's.
Of course, the GDP per capita is lower, but considering that China's industrial focus is on Manufacturing, this is even more threatening.
China has partially shattered the dogma that a large amount of petroleum is necessary for the prosperity of a nation. In other words, it suggests that countries like India may not need as much petroleum for economic development.
Oil settlements are mainly conducted in dollars, which has been a contributing factor to the confidence in the dollar. However, China's EV and green energy have shown the potential to replace some of the petroleum.
And the foundation for that is the battery, specifically CATL.

$Nissan Motor (7201.JP)$
In the case of the Nissan and Honda merger, it is unlikely to leverage the strengths of both parties and cooperate due to the market share overlap being almost complete.
Mainly, the integration effects are expected to be achieved through the streamlining of overlapping departments.
In essence, a large-scale restructuring will be necessary.
Especially when the Ministry of Economy, Trade and Industry is involved in the merger, it may be possible to carry out the necessary restructuring.
Opposition from Honda's labor union is also expected.
If Honda has the corporate strength, it can maintain employment for the time being, but there is no room for offering such favorable conditions.

$Nissan Motor (7201.JP)$
It is said that even in China, the number of auto manufacturers has narrowed down to about 50, but the survival of the fittest battle is likely to continue.
However, while China has 30 million automobiles in the market, Japan has 6 million.
With 14 auto manufacturers in Japan, the ratio is already higher than China.
Of course, the Japanese market is dominated by Japanese manufacturers more than the Chinese market, and Japanese manufacturers also have a high overseas ratio, so if we mean saturation, Japan and China are not much different.

$Woori Financial (WF.US)$
The market is relatively calm and not in a panic cell.