PSA Today Apr 21: Super contango! / Looking at the iPhone SE 2020 impact on the industry in 2020 / Autos under pressure again – Nikkei -1.97%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanNikkei ¥19,280.78 (-¥388.34 / -1.97%); Topix ¥1,415.89 (-¥16.52 / -1.15%); ¥/$107.45
Tags: Takara Bio (4974 JT), Takara Holdings (2531 JT), AnGes (4563 JT), Daicel (4202 JT), EPS Holdings (4282 JT), Ushio (6925 JT), Kaneka (4118), Kureha (4023), Bridgestone (5108), Nintendo (7974 JT), Nissan (7201 JT), Canon (7751 JT), Toshiba (6502 JT), Apple (AAPL US), Murata (6981 JT), Toyota (7203 JT), Subaru (7270 JT), Hino Motors (7205 JT), Isuzu (7202 JT), Mitsubishi Motors (7211 JT), Suzuki (7269 JT), Mazda (7261 JT), Maruti Suzuki (MSIL IN)
Main Points
• Contango into the night
• How the iPhone SE 2020 may impact the 2020 handset discussion
• Auto sector under pressure again
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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