PSA Today 30 June: Unpleasant industrial production figures to end the quarter / China's EV market rebounding / Considering how Rakuten Mobile is faring – Nikkei 225 -1.54%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenTags: Toyota Motor (7203 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), Fanuc (6954 JT) Sony (6758 JT), Murata (6981 JT), Shinko Electric (6967 JT), Trend Micro (4704 JT), Nissan Motor (7201 JT), Renault (RNO FP), Ono Pharmaceutical (4528 JT), Takeda Pharmaceutical (4502 JT), Sysmex (6869 JT), Olympus (7733 JT), Shimano (7309 JT), Sanrio (8136 JT), Alibaba (BABA US), Honda (7267 JT), Nidec (6594 JT), Rakuten (4755 JT), KDDI (9433 JT), SoftBank Corp (9434 JT)
Main Points
• Weak industrial production figures for May sends Japan lower
• China EV market back to new-found strength
• Rakuten falls as Rakuten Mobile loses users to competitors
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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