PSA Today 17 Feb: Holidays and strong yen sends Tokyo lower / Why AI is more of a “win” than a “loss” for Japanese MLCC makers / Automakers' business costs / Anicom meeting takeaway – Nikkei 225 -0.42% | ¥$152.90
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki TeradaTags: Nittetsu Mining (1515 JT), Toyo Engineering (6330 JT), Sumiseki Holdings (1514 JT), SoftBank Group (9984 JT), Fujikura (5803 JT), Nitto Boseki (3110 JT), AIMECHATEC (6227 JT), Taiyo Yuden (6976 JT), Murata (6981 JT), TDK (6762 JT), Sony (6758 JT), Nintendo (7974 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Nikon (7731 JT), EssilorLuxottica (EL FP), Olympus (7733 JT), PeptiDream (4587 JT), Semco (009150 KS), Walsin (2492 TT), Yageo (2327 TT), Apple (AAPL US), Toyota Motor (7203 JT), Honda Motor (7267 JT), Mazda (7261 JT), Suzuki Motor (7269 JT), Anicom (8715 JT), Japan Animal Referral Medical Center (6039 JT)
Main Points
Tokyo shares slide on strong Yen, as trading thins out due to holidays
Why AI is more of a “win” than a “loss” for Japanese MLCC makers
US business costs biggest drag on profits for automakers
Anicom: meeting takeaway
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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