FT : Nissan removes key Ghosn-era powerbroker

Nissan removes key Ghosn-era powerbroker
Japanese carmaker pushes out alleged architect of ousted chairman’s pay scheme

Nissan has pushed out a powerbroker involved in events that led to Carlos Ghosn’s downfall, as the troubled carmaker steps up its efforts to make a clean break with the past.

The company’s board on Friday unanimously agreed to remove Hitoshi Kawaguchi, who heads its communications and legal departments as well as the corporate management office, following a push from non-executive directors, according to one person close to the board. 

Mr Kawaguchi’s departure follows a report in the Financial Times about his role in Mr Ghosn’s compensation scheme, which is at the centre of allegations that led to the former chairman’s arrest last November. 

The company is determined to end a period of vicious infighting and clashes with its French partner Renault, according to people close to the Japanese group. The exit of Mr Kawaguchi is part of a broader reshuffle of its executive ranks as the carmaker seeks to build support for its new management team. 

According to people with direct knowledge of the situation, Mr Kawaguchi in 2013 proposed a way to extend the vesting period for tens of millions of dollars worth of stock appreciation rights (SARs) from one to five years, potentially allowing Mr Ghosn to postpone full disclosure of his pay. 

One of the allegations on which the former chairman faces criminal trial is that he contrived to understate his pay in company documents after a Japanese rule change in 2010 required more stringent disclosure. Mr Ghosn denies all charges against him.

Mr Kawaguchi has previously told the FT he had proposed to Mr Ghosn and other Nissan executives a delay in exercising the SARs until March 2017, the final year of Nissan’s midterm plan. He denied the recommendation was made to avoid disclosure of their pay. 

Mr Ghosn’s lawyers said this month they believed Mr Kawaguchi was one of three senior Nissan executives who had launched a secret investigation into the former chairman’s financial dealings ahead of his arrest. 

Mr Kawaguchi will leave the company in December. Nissan declined to make him available for comment.

In a statement on Friday the carmaker also said Makoto Uchida, the 53-year-old head of its China business, and Ashwani Gupta, the 49-year-old chief operating officer at its partner Mitsubishi, will take over respectively as chief executive and COO from December 1 instead of January as previously announced. 

People close to the company said there was an urgency to clean house as Nissan and Renault came under renewed pressure to strengthen their alliance after French rival PSA agreed to merge with Italian-American group Fiat Chrysler.

The latest consolidation in the car industry came after FCA walked away from merger talks with Renault in May. 

A person close to Nissan’s board said FCA’s deal with PSA would remove a source of distraction for the alliance. “It’s an incentive to strengthen the alliance. In a way, it sets a sense of urgency in a higher intensity since people were waiting a lot for this deal,” the person said. “We just cannot be alone. Now it’s a reality.”

FT : Google buys Fitbit for $2.1bn in challenge to Apple’s wearables business

Google buys Fitbit for $2.1bn in challenge to Apple’s wearables business
Acquisition is Google’s largest since 2014 purchase of Nest

Google has struck a $2.1bn deal to buy fitness-tracking pioneer Fitbit, as the two Silicon Valley companies team up to take on Apple’s fast-growing wearable-tech business. 

Fitbit is Google’s biggest acquisition in consumer electronics since it paid $3.2bn for smart home company Nest in 2014. 

While Google’s offer represents a 19 per cent premium to Fitbit’s closing price on Thursday, it prices Fitbit at little more than half of the $4bn valuation at which it went public four years ago. 

The deal, which is conditional on shareholder and regulatory approval, will test Fitbit customers’ willingness to hand over their health and fitness data to Google. The two companies on Friday promised that Fitbit users’ data “will not be used for Google ads”. 

“Fitbit has been a true pioneer in the industry and has created terrific products, experiences and a vibrant community of users,” said Rick Osterloh, Senior Vice President, Devices & Services at Google. “We’re looking forward to working with the incredible talent at Fitbit, and bringing together the best hardware, software and AI, to build wearables to help even more people around the world.”

James Park, co-founder and chief executive of Fitbit, said Google was an “ideal partner” “With Google’s resources and global platform, Fitbit will be able to accelerate innovation in the wearables category, scale faster, and make health even more accessible to everyone,” he said. 

Fitbit shares surged by 30 per cent on Monday after news of a possible deal was reported, reversing the more than 10 per cent year-to-date drop in the San Francisco-based company’s shares prior to the announcement. 

Google’s offer of $7.35 per share for Fitbit compares with its $20 initial public offering price in June 2015. After closing at a high of $47.49 soon after the IPO, Fitbit’s shares have languished over the past two years as it attempted to refocus its business away from low-cost fitness trackers towards smartwatches, as it faced intensifying competition from Apple’s Watch.

Fitbit shares had surged by 30 per cent on Monday after news of a possible deal was initially reported, reversing the more than 10 per cent year-to-date drop in the wearable company’s shares prior to the announcement. 

In July, Fitbit saw its shares lose a firth of their value after weak sales of its Versa Lite smartwatch, forecasting wider losses this year than investors had anticipated. 

Apple, meanwhile, reported strong sales of its wearable devices earlier this week, with revenues for the latest quarter jumping 54 per cent year on year to $6.5bn. 

The deal, if approved, is expected to close next year. Qatalyst and Fenwick & West advised Fitbit on the transaction.

>>> US Gapping up

Gapping up
In reaction to strong earnings/guidance
:

  • CRC +28.3%, LOCO +11.9%, NPTN +11.7%, ITT +11.1%, QRVO +10.2%, ERII +9.6%, FTNT +8.5%, BRKR +5.6%, X +5.6%, NWL +5.4%, CPT +5%, AYX +4.9%, RMAX +4.6%, BAH +4.6%, BGG +4.6%, ACLS +4.2%, CWST +4%, FTAI +3.9%, SSNC +3.8%, PFSI +3.8%, BLDR +3.3%, HTH +3%, SEM +2.9%, JCOM +2.8%, HAE +2.7%, IBP +2.7%, PMT +2%, OEC +1.9%, SNR +1.7%, MELI +1.6%, CCJ +1.5%, OPI +1.2%, EGO +1.1% (also reports positive Kisladag mine test results, and progress in Greece), NVO +1%, XOM +1%

Other news:

  • BGNE +26.5% (BeiGene announces global strategic oncology collaboration with Amgen; Amgen to purchase approximately $2.7 bln of BeiGene shares)
  • SWKS +3.5% (following QRVO results)

Analyst comments:

  • AXNX +5.9% (initiated with an Overweight at Piper Jaffray)
  • NTLA +5.4% (upgraded to Outperform from Mkt Perform at Raymond James)
  • SRPT +3.5% (initiated with a Buy at Guggenheim)
  • UPWK +3.3% (initiated with a Outperform at First Analysis Sec)
  • TAL +2.4% (upgraded to Buy from Neutral at Goldman)
  • RYN +0.7% (upgraded to Buy from Neutral at DA Davidson)

>>> US Early premarket gappers

Early premarket gappers

  • Gapping up:
    • BGNE +26.6%, CRC +26.1%, LOCO +11.9%, QRVO +11.3%, NPTN +10.2%, ERII +9.6%, FTNT +8.2%, BRKR +5.6%, AYX +5.2%, BAH +5.2%, CPT +5%, RMAX +4.6%, X +4.2%, ACLS +4.2%, CWST +4%, FTAI +3.9%, SSNC +3.8%, PFSI +3.8%, SWKS +3.5%, MGI +3.5%, BLDR +3.3%, HAE +3.1%, NWL +3.1%, HTH +3%, SEM +2.9%, JCOM +2.8%, BABA +2.5%, TAL +2.4%, PMT +2%, OEC +1.9%, BGG +1.8%, MELI +1.7%, SNR +1.7%, ITT +1.7%, IBP +1.5%, EGO +1%, BTE +0.9%
  • Gapping down:
    • CASA -27.1%, ANET -26.6%, AVID -23.8%, PINS -19.1%, MOBL -16.9%, CAR -12.5%, CDNA -6.7%, LYV -5%, FND -4%, APPN -3.9%, NFG -3.8%, OLN -3.8%, PRTK -3.7%, MTZ -3.7%, AIG -3.7%, CFX -3.4%, HTZ -3%, TDS -2.3%, FNKO -2.2%, BLUE -2.2%, AMAG -2.1%, MGLN -1.6%, CSCO -1.3%, GPOR -1.3%, CL -1.2%, WU -1%