PSA Today 6 April: Slide on Fed talk / China macro slips / Considering Honda, Denso and Sony on Honda GM news / Russia risk to some Japanese capital goods plays – Nikkei 225 -1.58%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukTags: Denso (6902 JT), Honda (7267 JT), Toyota Motor (7203 JT), Sony (6758 JT), Mitsui Fudosan (8802 JT), NTT (9432 JT), Sugi Holdings (7649 JT), Daiseki (9793 JT), Mani (7730 JT), Sysmex (6869 JT), Stellantis (STLA IM), Ford (F US), Tesla (TSLA US), Makita (6586 JT), P&G (PG US)
Main Points
• Japan shares slide on Fed comments, Honda / GM tie-up
• China Caixin Services March PMI 42.0
• Honda and GM to extend their EV collaboration
• Denso sags on Honda / GM EV tie-up
• Sony looks to be a loser from the Honda / GM EV tie-up
• Japanese machinery stocks at risk if Russia becomes an ESG issue
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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