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

PSA Today 24 June: Good day / SPE billings / Considering CATL's new battery / Suzuki rises on Toyota co-operation / Cybozu forecasts a loss – Nikkei 225 +1.23%

Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay Whipp
Tags: JMDC (4483 JT), Giftee (4449 JT), Lasertec (6920 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Chugai Pharm (4519 JT), Shionogi (4507 JT), HU Group (4544 JT) W-Scope Corp (6619 JT), SBI Holdings (8473 JT), SMFG (8316 JT), Uniden (6815 JT), Nidec (6594 JT), Landai Technology Group (002765 CH), Mercari (4385 JT), ASML (ASML NA), Contemporary Amperex Technology (300750 CH), Tesla (TSLA US), Panasonic (6752 JT), Suzuki (7269 JT), Toyota Motor (7203 JT), Maruti Suzuki (MSIL IN), Subaru (7270 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT), Cybozu (4776 JT), Ricoh (7752 JT)
Main Points
• Japan shares gain on US market rebound, low inflation numbers
• Japan SPE Billings +0.8% YoY
• New CATL EV battery powerful but heavy
• Suzuki rises on Toyota cooperation
• Cybozu cuts FY22 OP forecast to a loss
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

Thao Nguyen

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