PSA Today 22 Aug: A rally / USA's IRA, power grid spend, and Hitachi / Kureha's PVDF plans / Threat of USA Big 3 worker strike: opportunity for Japan's auto assemblers? – Nikkei 225 +0.92% | $145.84
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and Julie BooteTags: Resona Holdings (8308 JT) Toyota Motor (7203 JT), Denso (6902 JT), Mazda Motor (7261 JT), Subaru (7270 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Hoya (7741 JT), Nvidia (NVDA US), Konami (9766 JT), SoftBank Group (9984 JT), Enechange (4169 JT), Hitachi (6501 JT), Kureha (4023 JT), 3M (MMM US), Kuraray (3405 JT), Tesla (TSLA US), General Motors (GM US), Ford Motor (F US), Stellantis (STLA US), Berkshire Hathaway (BRK/A US), Honda Motor (7267 JT), Nissan Motor (7201 JT)
Main Points
• Tokyo shares rally as JGB yields hit nine year high
• US becomes power grid spend target as Inflation Reduction Act impacts
• Kureha to expand PVDF despite PFAS concerns
• Increasing concerns over auto industry strike in the US
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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