Author: admin

• Nissan Motor recently updated its earnings guidance for the first half of fiscal year 2025, reporting a substantially smaller operating loss than previously forecast and newly confirming plans to export China-made vehicles through a joint venture with Dongfeng Motor.

• The shift to an export-focused model in China aims to address weak local sales and excess capacity by targeting overseas markets, reflecting Nissan’s efforts to stabilize profitability during a period of operating challenges and global tariff pressures.

• We’ll examine how Nissan’s move to export China-made cars could influence its investment narrative and recovery efforts in key regions.

Uncover the next big thing with financially sound penny stocks that balance risk and reward.

To own Nissan shares today, an investor would need to believe in Nissan’s ability to restore its earnings profile through aggressive cost controls, successful execution of its China export plan with Dongfeng Motor, and recovery in core markets amid competitive and tariff pressures. The recent earnings guidance revision signals a smaller short-term operating loss, driven by one-off cost items, yet it does little to ease concerns over ongoing tariff impacts and negative free cash flow, which remain the main catalyst and risk for the stock.

Among recent announcements, Nissan’s full-year earnings guidance now includes a projected operating loss of JPY 275 billion, explicitly reflecting the effects of US tariffs. This directly ties to the most pressing catalyst: whether initiatives like exporting China-made vehicles and ongoing restructuring can counteract cost headwinds, and help prevent further strain on Nissan’s liquidity and margin recovery prospects.

However, investors should pay close attention to the risk that, despite recent positives, persistent cash outflows and tariff impacts could…

Read the full narrative on Nissan Motor (it’s free!)

Nissan Motor’s outlook anticipates ¥12,909.5 billion in revenue and ¥203.3 billion in earnings by 2028. This scenario assumes a 1.5% annual revenue growth rate and an increase of ¥1,018.5 billion in earnings from the current level of ¥-815.2 billion.

Uncover how Nissan Motor’s forecasts yield a ¥336 fair value, a 4% downside to its current price.

Simply Wall St Community members posted 3 fair value estimates for Nissan Motor, ranging from ¥110.65 to ¥430. The wide span of valuation views comes as the company faces ongoing operating losses and execution risks in its turnaround, inviting you to compare many perspectives on Nissan’s future direction.

Explore 3 other fair value estimates on Nissan Motor – why the stock might be worth as much as 22% more than the current price!

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

Early movers are already taking notice. See the stocks they’re targeting before they’ve flown the coop:

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include 7201.T.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

• State Street Corporation announced the official launch of its Middle East and North Africa Regional Headquarters in Riyadh, Saudi Arabia, after receiving approval from the Ministry of Investment Saudi Arabia, further solidifying its over 25-year presence in the region.

• This expansion, combined with a new minority investment in Coller Capital, a specialist in alternative investments, signals the company’s intent to boost its regional influence and strengthen its position in the fast-growing alternatives sector.

• We’ll consider how State Street’s move to establish its MENA headquarters sharpens its investment narrative around regional and alternatives growth.

Find companies with promising cash flow potential yet trading below their fair value.

Owning State Street stock rests on believing in the company’s ability to grow fee-based revenue through global asset servicing while withstanding ongoing fee compression and new technology in financial services. The newly launched MENA headquarters signals a push into growth regions and alternatives but does not meaningfully change the biggest catalyst, rising global wealth and ETF inflows, or the main risk of accelerated fintech disruption and platform innovation shortfalls in the near term.

Of the recent developments, State Street’s launch of the SPDR Portfolio Ultra Short T-Bill ETF (SPTU) is closely related, as it underscores the company’s focus on broadening its product set to capture more inflows and reinforce recurring fee revenue, key to offsetting margin pressures and supporting its investment case around scale and efficiency.

Yet with pressure from new tech entrants still building, investors should also be aware that…

Read the full narrative on State Street (it’s free!)

State Street’s narrative projects $14.7 billion revenue and $3.5 billion earnings by 2028. This requires 3.3% yearly revenue growth and a $0.9 billion earnings increase from $2.6 billion currently.

Uncover how State Street’s forecasts yield a $130.36 fair value, a 10% upside to its current price.

Fair value estimates from six individual members of the Simply Wall St Community span a broad range, from US$48.13 to US$248,121.66. While growth in assets under custody remains a core catalyst, these varied views show just how differently some investors assess potential future performance.

Explore 6 other fair value estimates on State Street – why the stock might be a potential multi-bagger!

Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.

Right now could be the best entry point. These picks are fresh from our daily scans. Don’t delay:

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include STT.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com