PSA Today 20 June: Mixed day, China loan rates disappoint / Rohm, Vitesco tie-up / Nisshinbo's strategy / Idemitsu Kosan, clean energy / PayPay's rethink - Nikkei 225 +0.06%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenTags: Berkshire Hathaway (BRK/A US), Tokyo Seimitsu (7729 JT), Renesas (6723 JT), Rohm (6963 JT), Nissan Motor (7201 JT), Renault (RNO FP), Anycolor (5032 JT), Cover (5253 JT), Nidec (6594 JT), Vitesco (VTSC GR), Infineon (IFX GY), Tesla (TSLA US), STMicro (STM FP), Wolfspeed (WOLF US), Onsemi (ON US), Nisshinbo Holdings (3105 JT), Hitachi (6501 JT), Idemitsu Kosan (5019 JT), HIF Global LLF, Z Holdings (4689 JT), Rakuten (4755 JT)
Main Points
• Tokyo shares close mixed as China disappoints on loan rates
• Rohm / Vitesco tie-up puts spotlight back on Japanese power IC player
• Nisshinbo’s communications strategy, including defence
• Idemitsu Kosan expands exposure to clean energy business
• PayPay reconsiders its policy
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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