- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 21 June: Brushing off soggy markets elsewhere / AI generative strategies / It matters where your EV battery comes from / Strong US housing starts – Nikkei +0.56% | ¥$142.03
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenTags: Shiseido (4901 JT), Skymark Airlines (9204 JT), Toyota Motor (7203 JT), Sony (6758 JT), Sega Sammy (6460 JT), CyberAgent (4751 JT), Net Protections (7383 JT), Japanet, NTT (9432 JT), Fujitsu (6702 JT), NEC (6701 JT), Hitachi (6501 JT), Idemitsu Kosan (5019 JT), Delta Lithium, Volkswagen (VW GR), BMW (BMW GR), Mercedes Benz (DAI GR), CATL (300750 CH), Honda Motor (7267 JT), Nissan Motor (7201 JT), Mazda (7261 JT), Denso (6902 JT), Itochu (8001 JT), Panasonic (6752 JT), Komatsu (6301 JT), HCM (6395 JT), Takeuchi (6432 JT), Shin-Etsu Chemical (4063 JT)
Main Points
• Japan brushes off global market weakness
• Japan’s major IT groups outline generative AI strategy
• EV batteries provenance Increasingly important
• US May housing starts strongest since April 2022
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.