Pelham Smithers Associates Ltd - PSA Today 29 June: Lower on weak consumer confidence / GlobalWafers Texas plans / Reviewing the May global auto production figures / Net Protections considered / Previewing Sansans FY21 Q4 – Nikkei 225 -0.91%

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Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
Thao Nguyen

PSA Today 29 June: Lower on weak consumer confidence / GlobalWafers' Texas plans / Reviewing the May global auto production figures / Net Protections considered / Previewing Sansan's FY21 Q4 – Nikkei 225 -0.91%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay Whipp
Tags: Prima Meat Packers (2281 JT), Bandai Namco (7832 JT), Sony (6758 JT), Sugi Holdings (7649 JT), MatsukiyoCocokara (3088 JT), Astellas Pharma (4503 JT), Sutro Biopharma (STRO US), Nissan Motor (7201 JT), Renault (RNO FP), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), GlobalWafers (6488 TT), National Silicon Industry Group (688126 CH), Toyota Motor (7203 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT), Subaru (7270 JT), Suzuki (7269 JT), Net Protections (7383 JT), Klarna, PayPal (PYPL US), Sansan (4443 JT), Mitsubishi UFJ Financial Group (8306 JT), NEC (6701 JT), Money Forward (3994 JT), AI Inside (4488 JT), Freee KK (4478 JT), Rakus (3923 JT)
Main Points
• Weak consumer confidence data spooks markets lower
• GlobalWafers’ Texas plans may be provisional
• Automakers’ May production offers mixed picture
• Net Protections extends YTD loss to 69%
• Sansan FY21 Q4 preview

29/06/2022 1 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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PSA Today 29 June: Lower on weak consumer confidence / GlobalWafers' Texas plans / Reviewing the May global auto production figures / Net Protections considered / Previewing Sansan's FY21 Q4 – Nikkei 225 -0.91%

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

PSA Today 25 Apr: Most of tariff fall recouped now / Tokyo CPI / Analyst articles on Advantest, Nissan, Hino, Denso, HCM, NRI, NTT Data, Chugai, DSK – Nikkei 225 +1.90% | ¥$143.55

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