PSA Today 3 July: Waiting on trade talks / Subaru and tariffs / Previewing Shift FY25 Q3 – Nikkei 225 +0.06% | ¥$143.91
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay WhippTags: Hino Motors (7205 JT), Nissan Motor (7201 JT), Mazda (7261 JT), Nippon Steel (5401 JT), Kobe Steel (5406 JT), Minebea Mitsumi (6479 JT), Taiyo Yuden (6976 JT), Toho (9602 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Cover Corp (5253 JT), Anycolor (5032 JT), Resonac (4004 JT), Kioxia (285A JT), Screen (7735 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Japan Steel Works (5631 JT), Subaru (7270 JT), Shift Inc (3697 JT)
Main Points
Japan shares close mixed as wait-and-see attitude on trade situation prevails
Subaru bracing for import tariff impact
Shift: FY25 Q3 preview
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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