- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 25 Jun: Calmer world, tech stocks up / Japan May services PPI / BOJ and JGBs / Europe May auto sales / Fujikura at fair value? / Previewing small cap results – Nikkei 225 +0.39% | ¥$145.15
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Hiroyuki TeradaTags: Advantest (6857 JT), Tokyo Electron (8035 JT), Renesas (6723 JT), Wolfspeed (WOLF US), Sumco (3436 JT), Shin-Etsu Chemical (4063 JT), Apple (AAPL US), Taiyo Yuden (6976 JT), Alps Alpine (6770 JT), Namura Shipbuilding (7014 JT), Mitsui Engineering (7003 JT), Naikai Zosen (7018 JT), Furuno Electric (6814 JT), Chugoku Marine Paints (4617 JT), Olympus (7733 JT), Nintendo (7974 JT), Capcom (9697 JT), Square Enix (9684 JT), Konami (9766 JT), CyberAgent (4751 JT), Shochiku (9601 JT), Anycolor (5032 JT), Delivery Consulting (9240 JT), Accenture (ACN US), GA Technologies (3491 JT), Samty Property Management (pvt), Net Protections (7383 JT), Tesla (TSLA US), VW (VOW GR), Renault (RNO FP), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Suzuki Motor (7269 JT), Mazda Motor (7261 JT), Mitsubishi Motors (7211 JT), Honda Motor (7267 JT), Fujikura (5803 JT), Koshidaka Holdings (2157 JT), Curves Holdings (7085 JT), Treasure Factory (3093 JT), TKP (3479 JT), Novarese (9160 JT), Lilycolor (9827 JT)
Main Points
Tech stocks higher as Middle East ceasefire holds, oil at US$65.5/brl
Japan services PPI +3.3% YoY in May, is expected to be revised up later
BoJ JGB buying picks up in June
Japanese automakers’ European sales decline in May
Fujikura at fair value
Small- / mid-caps quarterly results 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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