PSA Today 9 Sep: V-shaped day with defensives picked up / Toyota cuts EV production plans / Toyota EV news bad for Rohm / Treasure Factory Aug KPIs – Nikkei 225 -0.48% | ¥$142.94
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Hiroyuki TeradaTags: Asahi Group (2502 JT), Japan Tobacco (2914 JT), Kao Corp (4452 JT), Ajinomoto (2802 JT), Daiichi Sankyo (4568 JT), Terumo (4543 JT), Olympus (7733 JT), Omron (6645 JT), Fujifilm (4901 JT), Secom (9735 JT), Recruit (6098 JT), Fujitsu (6702 JT), Sumitomo Realty (8830 JT), Keyence (6861 JT), SoftBank Corp (9434 JT), Lasertec (6920 JT), Subaru (7270 JT), Toyota Motor (7203 JT), Sunwels (9229 JT), Amvis (7071 JT), CUC (9158 JT), Shift (3697 JT), Money Forward (3994 JT), GM (GM US), Ford (F US), VW (VOW GR), Renault (RNO FP), Volvo (VOLCAR SS), Rohm (6963 JT), Tesla (TSLA US), STMicro (STMPA FP), Mazda (7261 JT), Lucid (LCID US), Geely (175 HK), On Semiconductor (ON US), Wolfspeed (WOLF US), Toshiba (unlisted), Treasure Factory (3093 JT)
Main Points
• Tokyo shares in V-shaped day as defensives attract buying
• Toyota cuts EV production targets
• Toyota EV news adds to Rohm’s woes
• Treasure Factory’s August KPIs
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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