Report
Hiroyuki Terada ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today 6 June: Trade hopes, better JGBs / How weak is household spend? / Automation under the cosh / Timee's rice problem strategy / Tough hurdles for Intermestic – Nikkei 225 +0.50% | ¥$144.02

PSA Today Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Hiroyuki Terada
Tags: Tesla (TSLA US), Panasonic (6752 JT), Ricoh (7752 JT), Sharp (6753 JT), Sakura Internet (3778 JT), Nintendo (7974 JT), Mercari (4385 JT), iSpace (9348 JT), Astroscale Holdings (186A JT), Oriental Land (4661 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), Omron (6645 JT), Harmonic Drive Systems (6324 JT), SMC (6273 JT), Keyence (6861 JT), Mitsubishi Electric (6503 JT), Timee (215A JT), Intermestic (262A JT)
Main Points
 Japan shares rise on improved US / China situation, stronger JGB market
 How weak is Japan’s household spending really?
 Automation continues to be sold off
 Timee waives fees for rice mill plants
 Intermestic May KPIs: tough hurdles
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
Hiroyuki Terada

Pelham Smithers

Thao Nguyen

William Nestuk

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