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

PSA Today 11 Oct: Higher with tech bouncing / IMF ups Japan growth, inflation targets / Denso, Mtb Elec invest in SiC / US auto loans hit record high / Considering Demae-can – Nikkei 225 +0.60% | ¥$148.88

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: SoftBank Group (9984 JT), ARM (ARM US), Lasertec (6920 JT), Tokyo Electron (8035 JT), Rohm (6963 JT), Coherent (COHR US), Nipon Yusen (9101 JT), Nippon Steel (5401 JT), Kawasaki Kisen (9107 JT), Kintetsu Department Store (8244 JT), J Front Retailing (3086 JT), MonotaRO (3064 JT), Sony (6758 JT), NTT Data (9613 JT), Denso (6902 JT), Mitsubishi Electric (6503 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Demae-can (2484 JT)
Main Points
• Nikkei 225 extends rally as focus switches to tech on SOX bounce
• IMF raises Japan growth, inflation targets
• Denso, Melco to invest in Coherent SiC unit
• US car loan payments reach record high
• Demae-can is yet to convince the market
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

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