Pelham Smithers Associates Ltd - PSA Today 17 June: Lower still / What next for JGBs? / Toray and LG Chem and LiB / Leading Nidec / Fanuc and Yaskawa / Sansans extra business from MUFG – Nikkei 225 - 1.77%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today 17 June: Lower still / What next for JGBs? / Toray and LG Chem and LiB / Leading Nidec / Fanuc and Yaskawa / Sansan's extra business from MUFG – Nikkei 225 - 1.77%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Will Nestuk and Lindsay Whipp
Tags: Lasertec (6920 JT), Hoya (7741 JT), Tokyo Electron (8035 JT), Shin-Etsu Chemical (4063 JT), Toyota Motor (7203 JT), Toray (3402 JT), Boeing (BA US), Fanuc (6954 JT), Aeon (8267 JT), Seven & I (3382 JT), Fast Retailing (9983 JT), LG Chem (051910 KS), W-Scope (6619 JT), Asahi Kasei (3407 JT), Nidec (6594 JT), Yaskawa Electric (6506 JT), Sansan (4443 JT), Teikoku Databank, Microsoft (MSFT US), Google (GOOG US), Mitsubishi UFJ Financial Group (8306 JT)
Main Points
• Tokyo follows Wall Street sharply lower despite BoJ leaving rates unchanged
• What next for the JGB market?
• Toray / LG Chem confirm LiB separator JV
• Nervousness on Nidec’s succession plans – or lack of
• Fanuc firm on broker upgrade
• Sansan wins MUFG contract expansion

17/06/2022 1 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

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today 17 June: Lower still / What next for JGBs? / Toray and LG Chem and LiB / Leading Nidec / Fanuc and Yaskawa / Sansan's extra business from MUFG – Nikkei 225 - 1.77%

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

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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