- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today 9 June: Strong as US rate fears abate / Nidec's succession saga / Considering Yaskawa / Net Protections' growth plans – Nikkei 225 +1.97% | ¥$139.46
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenTags: Fast Retailing (9983 JT), Daikin (6367 JT), Yaskawa Electric (6506 JT), Konami (9766 JT), Nexon (3659 JT), Capcom (9697 JT), Sega Sammy (6460 JT), Eisai (4523 JT), Daiichi Sankyo (4568 JT), Miraial (4238 JT), Nidec (6594 JT), Renesas (6723 JT), Net Protections (7383 JT)
Main Points
• Tokyo shares soar on reduced US interest rate worries
• Concerns over Nidec succession
• Our thoughts on Yaskawa’s fundamentals mirrored
• Net Protections punished for investing for growth
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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