- Lindsay Whipp
- Nia Dokova
- Pelham Smithers
- William Nestuk
PSA Today 23 July: Strong yen, rate hike talk curb advances / Interest rate talk / Koa's Q1 / Nidec's Q1 / Furukawa Electric to sell Furukawa Battery / Previewing NRI's Q1 – Nikkei 225 -0.01% | ¥$156.50
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Lindsay Whipp and Nia DokovaTags: Nippon Yusen (9101 JT), Mitsui OSK (9104 JT), Kawasaki Kisen (9107 JT), Yokohama Rubber (5101 JT), Goodyear (GT US), Sony (6758 JT), Lasertec (6920 JT), Nidec (6594 JT), Mitsubishi Motors (7211 JT), Koa Corp (6999 JT), Toyota Motor (7203 JT), Kobayashi Pharmaceutical Co. (4967 JT), Hioki EE (6866 JT), Rohm (6963 JT), Furukawa Electric (5801 JT), Furukawa Battery (6937 JT), Advantage Partners (pvt), Sustainable Battery Holdings (pvt), UACJ Corp (5741 JT), Fujikura (5803 JT), SEI (5802 JT), Nomura Research Institute (4307 JT)
Main Points
• Yen strength halts market rebound as rate hike discussion intensifies
• Interest rate discussion heats up as government cuts GDP forecast
• Koa Corp FY24 Q1 OP -73% YoY
• Nidec reports FY24 Q1 results above estimates, raises guidance
• Furukawa Electric to sell Furukawa Battery
• NRI FY24 Q1 preview
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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