PSA Today 10 Jun: Marking time / Considering Japan's business services spend / Tire makers amid the falling rubber price / How undervalued is Toyota Industries? – Nikkei 225 +0.32%| ¥$145.20
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and William NestukTags: Advantest (6857 JT), China Rare Earth Holdings (769 HK), Nidec (6594 JT), Shiseido (4911 JT), Yaskawa (6506 JT), Keyence (6861 JT), Omron (6645 JT), MHI (7011 JT), IHI (7013 JT), KHI (7012 JT), Astroscale Holdings (186A JT), Nintendo (7974 JT), Capcom (9697 JT), Sega Sammy (6460 JT), Koei Tecmo (3635 JT), Datasection (3905 JT), Metaplanet (3350 JT), Toyota Industries (6201 JT), Toyota Motor (7203 JT), Miraial (4238 JT), Daisyo Kogyo (pvt), Takuma (6013 JT), Internet Initiative Japan (3774 JT), Hitachi (6501 JT), NEC Corp (6701 JT), PKSHA (3993 JT), DTS (9682 JT), Bridgestone (5108 JT), Sumitomo Rubber (5110 JT), BYD (1211 HK)
Main Points
Japan shares mark time ahead of US / China trade talks
Spending on business services in Japan looks set to continue to grow rapidly
Tire makers benefiting from falling rubber prices
Toyota Industries: how undervalued?
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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