PSA Today 3 July: Powell-induced surge / Is it time to reappraise Japan's internet pioneers? / US Q2 auto sales / Surging MHI, Komatsu / Previewing Shift's Q3 – Nikkei 225 +1.26% | ¥$161.86
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Nia DokovaTags: MHI (7011 JT), KHI (7012 JT), Murata Mfg (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Nexon (3659 JT), Shift (3697 JT), Kobayashi Pharma (4967 JT), Zozo (3092 JT), Kakaku.com (2371 JT), Rakuten (4755 JT), M3 Inc (2413 JT), Mixi (2121 JT), DeNA (2432 JT), CyberAgent (4751 JT), LY Corp (4689 JT), MonotaRO (3064 JT), Gree (3632 JT), GMO Payment Gateway (3769 JT), CDK (CDK US), Toyota Motor (7203 JT), Honda Motor (7267 JT), Subaru (7270 JT), Mazda Motor (7261 JT), Nissan Motor (7201 JT), Mitsubishi Motors (7211 JT), Boeing (BA US), IHI (7013 JT), Komatsu (6301 JT), HCM (6305 JT)
Main Points
• Nikkei 225 surges as market rotates to tech on Powell comments
• Time to reappraise Japan’s internet pioneers?
• US auto sales flat in CY24 Q2 – mixed performance for Japanese automakers
• MHI up +13% over 3-days
• Komatsu third straight listing high
• Shift FY24 Q3 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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