PSA Today 4 Oct: Shares sell off as 10yr JGBs hit 0.80% / Is Japan risking policy error? / Strong US auto sales growth / A Giftee rethink – Nikkei 225 -2.28% | $149.11
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenTags: Recruit (6098 JT), Shiseido (4911 JT), Kao Corp (4452 JT), Unicharm (8113 JT), M3 Inc (2413 JT), Sysmex Corp (6869 JT), Kusuri no Aoki (3549 JT), Fast Retailing (9983 JT), Nitori Holdings (9843 JT), Ryohin Keikaku (7453 JT), Honda Motor (7267 JT), Toyota Motor (7203 JT), Subaru (7270 JT), Mazda (7261 JT), Giftee (4449 JT)
Main Points
• Japan shares slump as 10yr JGB yields hit 0.80%
• Is Japan risking policy error?
• Strong US auto sales growth in September
• Giftee is having a re-evaluation
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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