PSA Today 8 Sep: Strong day after Wall street rebound, weak yen plays up / Panasonic's 4680 battery strength / Government's inflation subsidies / Possible positives for Denso – Nikkei 225 +2.31% / ¥143.67
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukTags: Bandai Namco (7832 JT), Daiichi Sankyo (4568 JT), Sysmex (6869 JT), TIS (3626 JT), NTT Data (9613 JT), Otsuka (4768 JT), NTT (9432 JT), Konami (9766 JT), Nintendo (7974 JT), Square Enix (9684 JT), Nexon (3659 JT), Apple (AAPL US), Murata (6981 JT), TDK (6762 JT), Alps Alpine (6770 JT), Mitsumi Minebea (6479 JT), Panasonic (6752 JT), Tesla (TSLA US), CATL (300750 CH), Shenzhen Dynanonic (300769 CH), Rohm, (6963 JT), Denso (6902 JT), Toyota Motor (7203 JT)
Main Points
• US market rebound draws attention to Japan’s weak yen beneficiaries
• Panasonic increasingly set for clear run on 4680 batteries for Tesla in US
• The thorny issue of inflation subsidies
• Denso: Possible positives for Q3 onward
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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