PSA Today 7 June: Cyclicals up on China hopes and yen / Nidec's chip procurement / Sony, Honda IPO EV JV? / Speculation on Just Cause 5 / BNPL names hit – Nikkei 225 +0.1%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenTags: Subaru (7270 JT), Nissan Motor (7201 JT), Honda (7267 JT), Denso (6902 JT), Murata (6981 JT), Tesla (TSLA US), Panasonic (6752 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Renesas (6723 JT), Advantest (6857 JT), M3 Inc (2413 JT), Daiichi Sankyo (4568 JT), Sysmex (6869 JT), Nidec (6594 JT), Rohm (6963 JT), Sony (6758 JT), Renault (RNO FP), Toyota Motor (7203 JT), Magna Steyr, Ford (F US), GM (GM US), Square Enix (9684 JT), GMO Payment Gateway (3769 JT), Net Protections (7383 JT), Mercari (4385 JT), Mastercard (MA US), PayPal (PYPL US)
Main Points
• Tokyo trades higher as cyclicals rally on yen, China hopes
• Nidec to streamline chip procurement
• Sony, Honda may IPO EV JV
• Media speculation over Just Cause 5
• Japan’s BNPL players hit by launch of Apple Pay Later
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.
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