[2025 Super Predictions: Automobiles (Part 1)] Battery EVs stall and China's rise / Toyota's strategy is a success / The bubble ends / Dual investment is necessary / The pros and cons of Trump 2.0 / The deeper reasons for the BEV slowdown / Hybrids make a breakthrough in the US [Nakanishi Takaki]

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Published on Dec 29, 2024
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▼The PIVOT app is ad-free and allows background playback▼ Download the app here↓ https://app.adjust.com/1jfbsgte ▼Click here for the second part • [2025 Super Predictions: Automobiles (Part 2)] Different evolutions will occur in China and developed countries/Trans... Recorded on: December 23, 2024 <Table of Contents> 00:00 Digest 01:24 Japan's Automotive Industry in 2024 08:30 Toyota's Successful Strategy 18:08 Medium-term Profit Outlook for the Domestic Automotive Industry 29:04 Deteriorating Profitability in China for Japanese OEMs <Guest> Nakanishi Takaki Chief Analyst, Nakanishi Automotive Industry Research His strengths are his wide-ranging experience in three areas on both the sell-side (securities firms) and buy-side (asset management companies): 1) Management, 2) Research Quality Control, and 3) Publishing Analyst. Since 1994, he has been consistently engaged in automobile industry research, and was ranked number one in the automobile sector rankings by Institutional Investor (II) magazine for six consecutive years from 2003 to 2009, and number one in the Nikkei Veritas Most Popular Analysts rankings for six consecutive years from 2003 to 2009. After moving to the buy side, he returned to the sell side in 2011, and was ranked second in the automobile sector in both II and Nikkei rankings in 2012 and first in 2013. <Related Videos> • [Honda-Nissan, chances of success in business integration] Nissan's lifeline / Why Honda is aiming for a business integration / Internal... Part 1: • [Nissan's business crisis. Ghosn is 70% responsible] Ghosn lost motivation in 2010... Part 2: • [Is Honda or a fund the savior of Nissan? 】Major markets are in a slump across the board/Bank-led reforms... #Nissan #Honda #China #Mitsubishi #Mazda #Suzuki #SUBARU #China #America #Trump #Elon Musk #Robo-Taxi #Automobile #Car #EV #BYD #BEV #PHEV #OEM #pivot #PIVOT

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