Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today 21 Sep: Fed decision disrupts markets / Sunak, Ito and Japan's energy opportunity /Europe's BEV sales / Shift's M&A - Nikkei 225 -1.37%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp
Tags: Tags: Tokyo Electric Power (9501 JT), Tokyo Steel (5423 JT), Apple (AAPL US), Murata Mfg (6981 JT), Taiyo Yuden (6976 JT), Keyence (6861 JT), Nidec (6594 JT), Eisai (4523 JT), SoftBank Group (9984 JT), Arm Holdings (ARM US), Hoya (7741 JT), Advantest (6857 JT), Lasertec (6920 JT), Nuscale (SMR US), MHI (7011 JT), IHI (7013 JT), JGC (1963 JT), Toyota (7203 JT), Tesla (TSLA US), Ford Motor (F US), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), Renault (RNO FP), Honda Motor (7267 JT), Shift Inc (3697 JT), Creit Solutions, Cimtech, Network Technos
Main Points
• Japan shares sold off as US 30yr yields hit highest levels since 2011
• Government minister jumps on European politicians’ green energy shift
• Europe’s BEV Sales Share Exceeds 20% for First Time
• Shift accelerates acquisitions in its FY23 H2
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
Julie Boote

Lindsay Whipp

Pelham Smithers

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