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

PSA Today 11 Jun: US China trade talks outcome awaited / Japan's May PPI / Has Nintendo left money on the table? / Hino weds Mitsubishi Fuso / Yaskawa outlook – Nikkei 225 +0.55% | ¥$145.22

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: IHI (7013 JT), KHI (7012 JT), MHI (7011 JT), Japan Steel Works (5631 JT), Mitsubishi Electric (6503 JT), Minebea Mitsumi (6479 JT), Murata (6981 JT), Alps Alpine (6770 JT), Apple (AAPL US), Disco (6146 JT), Tokyo Electron (8035 JT), Socionext (6526 JT), Sumco (3436 JT), Tri Chemical Labs (4369 JT), Towa Corp (6315 JT), Yaskawa Electric (6506 JT), Takuma (6013 JT), Nissei ASB Machine (6284 JT), Nintendo (7974 JT), Sony (6758 JT), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Konami (9766 JT), Hino Motors (7205 JT), Toyota Motor (7203 JT), Daimler Truck (DTG GR), Ricoh (7752 JT), Konica Minolta (4902 JT), Omron (6645 JT), Samsung Electronics (005930 KS), Mercari (4385 JT), Microsoft (MSFT US), Asustek Computer (2357 TT), Volvo Trucks (VOLVB SW), Fujikura (5803 JT)
Main Points
 Japan shares mark time as participants await specifics from US / China talks
 Japan PPI +3.2% YoY in May, down from +4.1% in April
 Has Nintendo left money on the table?
 Hino merger with Mitsubishi Fuso confirmed
 Yasukawa to offer US outlook on 17 July
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

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch