Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today 7 July: Tariff dread overhangs market / May wage data / Sony Pictures update / Nissan debt / Yaskawa plunges – Nikkei 225 -0.56% | ¥$145.10

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Tags: Yaskawa Electric (6506 JT), SMC (6273 JT), Fanuc (6954 JT), Askul (2678 JT), NEC Corp (6701 JT), Tokyo Ohka Kogyo (4186 JT), Sumitomo Bakelite (4203 JT), Disco (6146 JT), Advantest (6857 JT), Kioxia (285A JT), BayCurrent (6532 JT), Comcast (CMCSA US), Sony (6758 JT), HBO (pvt), Nissan Motor (7202 JT), Hon Hai (2317 TT), Daikin (6367 JT)
Main Points
 Japan shares slide further as tariff day approaches
 Japan wage data for May proves disappointing
 Sony Pictures update
 Nissan confirms large funding plans
 Yaskawa fallout for SMC, Fanuc, Daikin
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
Julie Boote

Pelham Smithers

William Nestuk

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