- Julie Boote
- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
PSA Today 1 July: Ahead / Tankan readthrough / NAND, DRAM prices / Healthcare round-up / TOY to have a solely-owned China plant? / Enechange update / Insource KPIs – Nikkei +0.16% / ¥$160.92
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Lindsay Whipp, Hiroyuki Terda and Nia DokovaNikkei 39,631.06 +47.98 (+0.12%) JPY 160.92
Tags: Lasertec (6920 JT), Terumo (4543 JT), Daiichi Sankyo (4568 JT), Pfizer (PFE US), Isuzu Motors (7202 JT), Mitsubishi Motors (7211 JT), Hitachi (6501 JT), Omron (6645 JT), Komatsu (6301 JT), J Front Retail (3086 JT), Takashimaya (8233 JT), Matsuya (8237 JT), Isetan Mitsukoshi (3099 JT), Adastria (2685 JT), GA Technologies (3491 JT), BayCurrent Consulting (6532 JT), Intel (INTC US), AMD (AMD US), SK Hynix (000660 KS), Toyota Motor (7203 JT), Tesla (TSLA US), Digimarc (DMRC US), Olympus (7733 JT), HCL Technologies (HCLT IN), Enechange (4169 JT), Insource (6200 JT)
Main Points
• Tokyo shares gain on Tankan report, department store results
• Tankan readthrough
• NAND prices drop in June, DRAM picture more mixed
• Toyota considers building wholly owned Lexus plant in China
• Healthcare equipment industry round-up
• Enechange update: what does, or doesn’t, happen now?
• Insource June KPIs
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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