PSA Today 19 Nov: Sideways market, focus on JGBs / Sep machinery orders / FA opportunities for Canon and Murata / Subaru and US tariffs / Considering Net Protections – Nikkei 225 -0.34% | ¥$155.34
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenTags: Skylark (3197 JT), Royal Holdings (8179 JT), Kioxia (285A JT), Furukawa Electric (5801 JT), Marvell (MRVL US), ARM (ARM US), Mitsui Kinzoku (5706 JT), JX Advanced Metals (5016 JT), Sumco (3436 JT), Dexerials (4980 JT), Tokyo Ohka Kogyo (4186 JT), Disco (6146 JT), Ebara (6361 JT), Towa Corp (6315 JT), Aeon (8267 JT), Seven & I (3382 JT), Intermestic (262A JT), Jins (3046 JT), Genky DrugStores (9267 JT), Cosmos Pharmaceutical (3349 JT), NEC Corp (6701 JT), Honda Motor (7267 JT), Toyota Motor (7203 JT), Mazda Motor (7261 JT), Fanuc (6954 JT), Yaskawa (6506 JT), Hitachi (6501 JT), Canon (7751 JT), Hikvision (002415 CH), Dahua (002236 CH) Murata (6981 JT), Net Protections (7383 JT), Otsuka Corporation (4768 JT)
Main Points
Japan shares trade sideways as attention shifts to JGB market sell-off
Machinery orders +14% YoY in September
Increased factory automation – opportunities for Canon and Murata
Subaru predicts a sharp drop in US import tariffs in FY25 H2
Is the Net Protections post-earnings sell-off coming to an end?
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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