Report
Joel Scheiman ...
  • Lindsay Whipp
  • Pelham Smithers
  • William Nestuk

PSA Today 10 July: Yo-yo day ends lower / May global chip shipments / The giga press market and Ryobi / Yaskawa, Fanuc, Nabtesco / Previewing Shift – Nikkei 225 -0.61% | ¥142.44

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay Whipp –
Tags: TSMC (2330 TT), Samsung Electronics (005930 KS), Organo (6368 JT), Kurita Water (6370 JT), Rakuten (4755 JT), Nippon Paint (4612 JT), Trend Micro (4704 JT), Japan Tobacco (2914 JT), Sony (6758 JT), Nexon (3659 JT), Ryohin Keikaku (7453 JT), Micron (MU US), Tokyo Electron (8035 JT), Advantest (6857 JT), UBE Corp (4208 JT), Ryobi (5851 JT), Toyota Motor (7203 JT), Tesla (TSLA US), Idra Group, LK Technology Holdings (558 HK), Bühler Group, Shibaura Machine (6104 JT), Yizumi Holdings (300415 CH), Haitian Group, Geely Automobile (175 HK), General Motors (GM US), Volkswagen (VOW GR), Volvo (VOLVCARB SS), Hyundai Motor (005380 KS), Xpeng (XPEV US), Yaskawa Electric (6506 JT), Fanuc (6954 JT), Shift Inc (3697 JT)
Main Points
• Yo-yo day sees Tokyo shares close lower on Fed rate hike fears
• Global chip shipments -23% YoY in May
• Ryobi and the growing giga-press market
• Yaskawa sags; Fanuc, Nabtesco firm
• Shift FY23 Q3 preview
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
Joel Scheiman

Lindsay Whipp

Pelham Smithers

William Nestuk

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