- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 2 Jul: Trump tariff threat dismay / Construction / Wolfspeed and Renesas / Q2 US auto sales / Electrical engineering names rally / Considering Kakaku.com – Nikkei 225 -0.56% | ¥$143.82
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenTags: IHI (7013 JT), Namura Shipbuilding (7014 JT), Sumitomo Realty (8830 JT), Sekisui House (1928 JT), Daikin (6367 JT), Tokyo Gas (9531 JT), KDDI (9433 JT), NH Foods (2282 JT), Bandai Namco (7832 JT), Konami (9766 JT), CyberAgent (4751 JT), Amazon.com (AMZN US), Nintendo (7974 JT), Nvidia (NVDA US), Fujikura (5803 JT), Disco (6146 JT), Advantest (6857 JT), Renesas Electronics (6723 JT), Wolfspeed (WOLF US), JR East (9020 JT), Mitsui Mining & Smelting (5706 JT), Furukawa Co (5715 JT), Modec (6269 JT), Suzuki Motor (7269 JT), Toyota Motor (7203 JT), Kajima (1812 JT), Obayashi (1802 JT), ZOZO (3092 JT), Honda Motor (7267 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Hokuriku Electrical Construction (1930 JT), Sanki Engineering (1959 JT), Tokyo Electric Power (9501 JT), Kandenko (1942 JT), Kansai Electric Power (9503 JT), Kinden (1944 JT), Kakaku.com (2371 JT)
Main Points
Tokyo shares slide as Trump repeats tariff threat
Japan’s construction market continues to swell
Renesas situation as Wolfspeed declares bankruptcy
As US Q2 auto sales increase, a downward trend becomes apparent
Electric engineering construction-plays continue yesterday’s rally
Kakaku.com: A revisit
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.