PSA Today 11 July: Gains after the election / Hitachi 1Q preview / Will Apple raise iphone 14 prices? / Yaskawa concerns – Nikkei 225 +1.11%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukTags: Mitsubishi Motors (7211 JT), Mazda (7261 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Daiichi Sankyo (4568 JT), Yaskawa Electric (6506 JT), Adastria (2685 JT), Shift Inc (3697 JT), Toray (3402 JT), Toray Building Materials, Sony (6758 JT), Headwaters (4011 JT), Nvidia (NVDA US), Hitachi (6501 JT), Apple (AAPL US), TSMC (2330 TT), Alps Alpine (6770 JT)
Main Points
• Tokyo shares gain as LDP wins seats in Upper House election
• 1Q FY22 results preview: Hitachi
• Apple to raise iPhone 14 prices by US$100?
• Yaskawa currency disappointment and Shanghai sub-variant concerns
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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