Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 24 May: Tokyo slides on global concerns / Considering Lasertec / New minicar EVs to kick off new EV boom in Japan? / A good day for DMG Mori – Nikkei 225 -0.94%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Tags: Bandai Namco (7832 JT), Canon (7751 JT), Lasertec (6920 JT), M3 Inc (2413 JT), Recruit (6098 JT), Rakuten (4755 JT), Toyota Motor (7203 JT), Honda (7267 JT), Nissan Motor (7201 JT), Subaru (7270 JT), Mazda (7267 JT), Mitsubishi Motors (7211 JT), ASML (ASML NA), Nvidia (NVDA US), Advanced Micro Devices (AMD US), DMG Mori (6141 JT)
Main Points
• Tokyo slides as global growth concerns ratchet up
• Is Lasertec still overpriced?
• Will the new minicar EV kick-start an EV boom in Japan?
• DMG Mori up on earnings momentum / low valuations
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

Pelham Smithers

Thao Nguyen

William Nestuk

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