PSA Today 5 Apr: Market slumps / Feb camera shipments / Battery talks with Panasonic, Stellantis and BMW / Mtb Ube Cement's earnings reversal / Yaskawa preview – Nikkei 225 -1.68%
Main Points• Japan shares slump on US stagflation concerns, yen rally
• Camera shipments in Feb -9% YoY in volume terms, +14% YoY in Yen terms
• Panasonic in talks with Stellantis and BMW to build EV batteries in North America
• Mitsubishi UBE Cement targets earnings reversal
• Yaskawa FY22 results on Apr 7 to guide for record FY23 OP (+1~3% YoY)?
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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