Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today 20 June Summer Solstice: Mixed, thin day / Interesting BoJ April minutes / Considering small-cap AI / Europe's auto market / MHI climbing - Nikkei 225 +0.16%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Tags: Nikon (7731 JT), Murata (6981 JT), Isuzu (7202 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT), Hibiya Engineering (1982 JT), Fujikura (5803 JT), Nidec (6594 JT), Datasection (3905 JT), Sakura Internet (3778 JT), Healios (4593 JT), PKSHA (3993 JT), GNI Group (2160 JT), Fukuda Denshi (6960 JT), Workman (7564 JT), Okinawa Cellular (9436 JT), Toyota Motor (7203 JT), Shin-Etsu Chemical (4063 JT), Mimasu Semiconductor (8155 JT), RS Technologies (3445 JT), Enechange (4169 JT), Open Group (6572 JT), Hitachi (6501 JT), NEC Corp (6701 JT), GA Technologies (3491 JT), SRE Holdings (2980 JT), AI Inside (4488 JT), Sansan (4443 JT), Plaid (4165 JT), Tesla (TSLA US), Nissan Motor (7201 JT), Suzuki Motor (7269 JT), Honda Motor (7267 JT), SAIC (600104 CH), MHI (7011 JT), KHI (7012 JT)
Main Points
• Tokyo shares close mixed in thin US holiday impacted trading
• BoJ April meeting minutes signal growing role of currency in interest rate policy
• Is sentiment shifting at last for Japan small cap AI?
• Japanese automakers outperform in Europe
• MHI climbs to third day of listing highs
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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