PSA Consumer Electronics: Panasonic (6752 JT) – to what extent is it a “Trump Winner” or “Trump Loser”?
With shares in Tesla (TSLA US) surging, on broker reports suggesting that the EV maker’s full self-drive [FSD] / autonomous drive [AD] opportunity set increases enormously under a new Trump administration (eg removal of automated-vehicle crash data), an interesting question for the Japanese stock market arises. Analyst Pelham Smithers wonders whether Panasonic (6752 JT) might also be a beneficiary.Panasonic offers a range of products, systems and components for consumer, business and industrial use based on electronics and precision technology, expanding to building materials and equipment, and housing business. Co. divides its businesses into five segments: Appliances, Eco Solutions, Connected Solutions, Automotive & Industrial Systems and Other. Co.'s principal products include home appliances such as refrigerators, room air conditioners, washing machines and vacuum cleaners; lighting fixtures and electric lamps, video and audio equipment, electrical components, batteries, semiconductors and optical devices.
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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