Pelham Smithers Associates Ltd - PSA Today 13 Sep: Focus on China rather than Japan today / Nidecs machine tool plan / NEC Mobile POS upgrade / Toyota and Honda object to US EV bill / Demae-can to issue new shares – Nikkei 225 +1.25%

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Pelham Smithers Associates Ltd

Julie Boote ...

Pelham Smithers
Thao Nguyen

PSA Today 13 Sep: Focus on China rather than Japan today / Nidec's machine tool plan / NEC Mobile POS upgrade / Toyota and Honda object to US EV bill / Demae-can to issue new shares – Nikkei 225 +1.25%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Tags: Ant Group, Meituan (3690 HK), Unicharm Corp (8113 JT), Daiichi Sankyo (4568 JT), Kao (4452 JT), Japan Airlines (9201 JT), Renesas (6723 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Lasertec (6920 JT), Mitsui High-Tec (6966 JT), Ishii Hyoki (6336 JT), Itochu (8001 JT), Signpost (3996 JT), East Japan Railway (9020 JT), NEC (6701 JT), Toyota Motor (7203 JT), Honda (7267 JT), Nidec (6594 JT), Amada (6113 JT), GM (GM US), Ford (F US), Stellantis (STLA US), Tesla (TSLA US), Nissan Motor (7201 JT), VW (VOW GR), Hyundai Motor (005380 KS), Demae-can (2484 JT), Z Holdings (4689 JT), Naver (035420 KS), ASKUL (2678 JT), Gurunavi (2440 JT), Rakuten (4755 JT)
Main Points
• Tokyo trades sideways as investors focus on China tech crackdown
• Nidec outlines ¥100bil machine tool plan
• NEC Mobile PoS function upgrades hit 200 Mark
• Toyota and Honda object to US EV bill
• Demae-can to raise ¥80bil through issuances of new shares

13/09/2021 6 EN

Provider

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.

See profile

Analysts

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today 13 Sep: Focus on China rather than Japan today / Nidec's machine tool plan / NEC Mobile POS upgrade / Toyota and Honda object to US EV bill / Demae-can to issue new shares – Nikkei 225 +1.25%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

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