Summary of "เหตุใดบอร์ด Nissan มีแผนปฏิเสธดีลควบรวมธุรกิจ หลัง Honda ปรับข้อเสนอใหม่ | Morning Wealth 6 ก.พ. 68"

The video discusses the recent developments regarding the proposed merger between Nissan, Honda, and Mitsubishi, which was initially announced in December 2024. The Nissan board is reportedly planning to reject Honda's new merger terms that would position Nissan as a subsidiary of Honda, rather than an equal partner in the merger. This decision is expected to be finalized in a board meeting scheduled for February 12, 2025.

Nissan's stock has seen a decline of 4.9% following these developments, while Honda's stock has risen by 8.2%. The video highlights the competitive pressures Nissan faces in both the U.S. and Chinese markets, which are critical for its survival. It notes that Nissan has already announced layoffs of 9,000 employees and a significant reduction in production capacity.

The discussion also touches on the broader economic context, including the implications of the U.S. increasing import taxes on goods from several countries, including China, which has caused disruptions in postal services between the U.S. and China. This situation is further complicated by political tensions and trade regulations.

Finally, the video mentions upcoming negotiations between U.S. and Chinese leaders, as well as the potential impact of these trade dynamics on Thailand's economy and its manufacturing sectors.

Presenters/Contributors:

Witsitwekin
Fengsir
Taya Isara Phakdi
Chelsea (Senior Analyst from Morning Star)
Em Rungroj Seksarawiriya (Director of Investment Products at Siam Commercial Bank)