Pelham Smithers Associates Ltd - PSA Today 9 July: Below 28,000 / Toyo Ink and LiB / Stellantis EV strategy is good news for Nidec / Yaskawas FY21 Q1 / Google buying pring? – Nikkei 225 -0.63%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen

PSA Today 9 July: Below 28,000 / Toyo Ink and LiB / Stellantis EV strategy is good news for Nidec / Yaskawa's FY21 Q1 / Google buying pring? – Nikkei 225 -0.63%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Tags: Recruit (6098 JT), Sony (6758 JT), Sysmex Corp (6869 JT), Tokyo Electron (8035 JT), M3 (2413 JT), Bandai Namco (7832 JT), Shift Inc (3697 JT), Poletowin Pitcrew (3657 JT), JTower (4485 JT), NTT (9432 JT), American Tower (AMT US), Metaps (6172 JT), Google (GOOG US), Twinbird (6897 JT), Takeda Pharmaceutical (4502 JT), Toyo Ink, SC Holdings (4634 JT), SK Innovation (096770 KS), Volkswagen (VOW GR), Ford Motor (F US), Stellantis (STLA US), General Motors (GM US< Toyota Motor (7203 JT), Nidec (6594 JT) Yaskawa Electric (6506 JT), Fanuc (6954 JT), Rakuten (4755 JT), Z Holdings (4689 JT)
Main Points
• Nikkei closes below 28,000 as Covid worries intensify
• Toyo Ink expands LiB material sales
• Markets react negatively to Stellantis’ EV strategy plans
• Very positive Yaskawa Q1 on China demand
• Google is reportedly buying pring

09/07/2021 1 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

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PSA Today 9 July: Below 28,000 / Toyo Ink and LiB / Stellantis EV strategy is good news for Nidec / Yaskawa's FY21 Q1 / Google buying pring? – Nikkei 225 -0.63%

PSA Today 28 Apr: Sentiment uptick / FY24s for Hitachi, NEC / Socionext woes / TDK, Komatsu: weak FY25 guidance / Toyota Industries to be taken private? / JMDC preview / CUC FY25 guidance conservative – Nikkei 225 +0.38% | ¥$143.83

The PSA Research Round-Up for the Two-Week Period Covering 11~25 April 2025

PSA Broadline Retail: Treasure Factory (3093 JT): Inbound Sales Still Solid in Q1

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