PSA Today 14 Dec: US weakness spills over to Japan / Is Japan auto industry going electric? / Toyota's BEV briefing / True Data IPO considered – Nikkei 225 -0.73%
Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay WhippMoney Forward (3994 JT), Sansan (4443 JT), Tokio Marine Holdings (8766 JT), Astellas Pharma (4503 JT), NTT (9432 JT), KDDI (9433 JT), Toyota Motor (7203 JT), Rohm (6963 JT), Nidec (6594 JT), Shimano (7309 JT), Snow Peak (7816 JT), PHC Holdings (6523 JT), Nissan Motor (7201 JT), Denso (6902 JT), Nippon Steel (5401 JT), Panasonic (6752 JT), Asahi Kasei (3407 JT), Torex Semiconductor (6616 JT), Diamond Electric (6699 JT), Kandenko (1942 JT), Kinden (1944 JT), eRex (9517 JT), Renova (9519 JT), Kyocera (6971 JT), West Holdings (1407 JT), Sanix (4651 JT), Tokuyama (4043 JT), True Data (4416 JT), Cybozu (4776 JT), Mitsubishi Corp (8058 JT), Nielsen Holdings (NLSN US)
Main Points
• US market weakness sends Tokyo lower
• Japan goes electric?
• Toyota increases its focus on BEVs
• True Data IPO: A quick take
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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