PSA Today 21 May: A rally on DX / Murata amid IoT / Electric pickup truck rivalry intensifies / JSR: ValueAct ups holding – Nikkei +0.78%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanNikkei ¥28,317.83 (+¥219.58 / +0.78%); Topix ¥1,904.69 (+¥8.77 / +0.46%); ¥/$108.78
Tags: Nintendo (7974 JT), Square Enix (9684 JT), Take Two (TTWO US), Toppan Printing (7911 JT), Tokyo Electron (8035 JT), Hoya (7741 JT), Takasago Thermal (1969 JT), Murata (6981 JT), Nowi Energy, Ford (F US), General Motors (GM US), Tesla (TSLA US), Rivian, Amazon (AMZN US), Lordstown Motors (RIDE US), Bollinger, Toyota Motor (7203 JT), Nikola (NKLA US), Nissan Motor (7201 JT), Hercules Electric Vehicles, Honda (7267 JT), ValueAct Capital Management, JSR (4185 JT), Eneos Holdings (5020 JT)
Main Points
• Tokyo enjoys end of week rally on DX revival
• Murata in energy saving / energy harvesting IoT move
• Battle over electric pickup truck market set to begin
• ValueAct ups its holding in JSR
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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