PSA Today 6 Sep: Shrugging off global weakness / NEC shuffles the pack / TOY's Derby fuel cell pick-up truck / KHI's hydrogen boost / V Tuber agencies succeeding – Nikkei 225 +0.62% | ¥$147.36
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: SoftBank Group (9984 JT), ARM, Kokusai Electric, Tokyo Electron (8035 JT), MHI (7011 JT), JAXA, NEC Corp (6701 JT), KHI (7012 JT), Oki Electric Industry (6703 JT), Shin-Etsu Chemical (4063 JT), Toray (3402 JT), Fujitsu (6702 JT), Hitachi (6501 JT), NEC Networks (1973 JT), Toyota Motor (7203 JT), Ricardo (RCDO LN), Nikola (NKLA US), Anycolor (5032 JT) and Cover (5253 JT), UUUM (3990 JT)
Main Points
• Yen shrugs off global weakness to gain 0.6% as yen hits ¥147/$
• NEC divisional changes highlight where OPM progress is needed
• Toyota Hilux fuel cell pick-up to be built in UK
• KHI hits 5-year high on hydrogen
• Anycolor and Cover reach a new one-month high
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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