Pelham Smithers Associates Ltd - PSA Today 30 Sep: Plunging market on yen up, tax fears / Aug industrial production / Ishibas options / Fujifilms IC plans / Profit warnings for autos – Nikkei -4.80% | ¥$141.95

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers

PSA Today 30 Sep: Plunging market on yen up, tax fears / Aug industrial production / Ishiba's options / Fujifilm's IC plans / Profit warnings for autos – Nikkei -4.80% | ¥$141.95

PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and Julie Boote
Tags: Resona (8308 JT), Mizuho Financial Group (8411 JT), Subaru (7270 JT), Toyota Motor (7203 JT), Lasertec (6920 JT), TDK (6762 JT), Taiyo Yuden (6976 JT), Nitto Denko (6988 JT), Dexerials (4980 JT), Shin-Etsu Chemical (4063 JT), Rakuten (4755 JT), Rakuten Bank (5838 JT), Fujifilm Holdings (4901 JT), VW (VOW GR), Stellantis (STLA US), Mercedes Benz (MBG GR), BMW (BMW GR), Ford Motor (F US), Honda Motor (7267 JT), Renault (RNO FP), Hino Motors (7205 JT), General Motors (GM US), Hyundai Motor (005380 KS), Nissan Motor (7201 JT)
Main Points
• Japan shares plunge on strong yen, tax hike fears
• Japan industrial production reverses July gains
• Ishiba starts selecting cabinet, hints at snap election
• Fujifilm expands IC materials investments
• Western automakers’ profit warnings raise concerns over Japan’s outlook

30/09/2024 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

Pelham Smithers

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PSA Today 30 Sep: Plunging market on yen up, tax fears / Aug industrial production / Ishiba's options / Fujifilm's IC plans / Profit warnings for autos – Nikkei -4.80% | ¥$141.95

PSA Strategy: Japan Stock Market Quarterly 2024 Q4

PSA Small-Caps: Preview of Quarterly Results for Treasure Factory (3093 JT), Koshidaka Holdings (2157 JT), S-Pool (2471 JT) and Curves Holdings (7085 JT)

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