PSA Today 26 Sep: Reversing Monday's gains / Considering Coherent's Silicon carbide unit / Nissan's Europe ambitions – Nikkei 225 -1.11% | ¥$149.08
PSA Today Japan Market Comment by Pelham Smithers and Julie BooteTags: Japan Exchange (8697 JT), Ryohin Keikaku (7453 JT), AnyMind (5027 JT), Tokyo Steel (5423 JT), Coherent Corp (COHR US), Denso (6902 JT), Hitachi (6501 JT), Mitsubishi Electric (6503 JT), Sumitomo Electric (5802 JT), Renesas (6723 JT), Wolfspeed (WOLF US), Rohm (6963 JT), Resonac (4004 JT), Nissan Motor (7201 JT), Toyota Motor (7203 JT), Renault (RNO FP)
Main Points
• Tokyo reverses Monday’s gains as dollar hits ¥149/$, JGBs weaken
• Coherent shares bounce on Japan investment report
• Nissan plans EV offensive in Europe
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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