Report
Julie Boote ...
  • Pelham Smithers

PSA Today 13 June: Unhelpful hawkish Fed / Considering BoJ strategy / GA Technologies Q2 / Toyota and global testing procedures – Nikkei 225 -0.40% | ¥$157.18

PSA Today Japan Market Comment by Pelham Smithers and Julie Boote
Tags: Taiyo Yuden (6976 JT), Renesas Electronics (6723 JT), Disco (6146 JT), T&D Holdings (8795 JT), Sumitomo Chemical (4005 JT), Denka (4061 JT), Sumitomo Pharma (4506 JT), Konica Minolta (4902 JT), Nikon (7731 JT), Teijin (3401 JT), Alps Alpine (6770 JT), Appier (4180 JT), SRE Holdings (2980 JT), Anycolor (5032 JT), Hitachi (6501 JT), Toshiba (Unlisted), Toyota Motor (7203 JT), GA Technologies (3491 JT)
Main Points
• Japan shares fall as US Fed comes across more hawkish than expected
• Is the market losing confidence in BoJ strategy?
• GA Technologies FY24 Q2 PTP +16% YoY
• Toyota to discuss auto testing procedures country by country
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

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