Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 1 June: Market rises as yen heads to 130 again / Panasonic and Blue Yonder / Nissan's EV Ariya / Denso on semiconductors – Nikkei 225 +0.65%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Tags: Kao (4452 JT), Shiseido (4911 JT), Subaru (7270 JT), Nissan Motor (7201 JT), MHI (7011 JT), KHI (7012 JT), IHI (7013 JT), Boeing (BA US), Airbus (AIR FP), Daikin (6367 JT), Nidec (6594 JT), Ibiden (4062 JT), Shinko Electric (6967 JT), Sony (6758 JT), Panasonic (6752 JT), Tesla (TSLA US), Istyle (3660 JT), Hitachi (6501 JT), NEC (6701 JT), NTT (9432 JT), Ford (F US), Toyota Motor (7203 JT), Denso (6902 JT)
Main Points
• Japanese shares rally as yen heads back towards ¥130/$ level
• Can Panasonic leverage Blue Yonder?
• Nissan shares rise on strong Ariya demand
• Denso holds semiconductor conference call
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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