Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • William Nestuk

PSA Today 4 Oct: Following HK lower on Evergrande concerns / Honda's commercial space ambitions/ NSK and Q3 auto recovery hopes / Previewing Shift's FY21 – Nikkei -1.13%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay Whipp
Tags: Evergrande (3333 HK), Oriental Land (4661 JT), West Japan Railway (9021 JT), East Japan Railway (9020 JT), Fujifilm Holdings (4901 JT), Shanghai Fosun (600196 CH), Sino Biopharmaceutical (1177 HK), Merck (MRK US), Tesla (TSLA US), Panasonic (6752 JT), Murata (6981 JT), Rohm (6963 JT), Nidec (6594 JT), Mitsubishi Motors (7211 JT), Toyota Motor (7203 JT), GM (GM US), Honda (7267 JT), NSK (6471 JT), MinebeaMitsumi (6479 JT), Shift Inc (3697 JT)
Main Points
• Tokyo follows Hong Kong lower on growing Evergrande contagion concerns
• Honda enters commercial space business
• Ball bearings firm partly on Q3 auto recovery hopes
• Shift Inc: FY21 Q4 and full-year preview
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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