PSA Today Aug 22: Trade Talks / Hitachi High-Tech Worth Considering / Japan and China Cooperate on EV Charging Standards / Mtb Chem Invests in IC Production Services / Take Advantage of iStyle Sell-off – Nikkei +0.64%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Thao NguyenNikkei ¥22,362.55 (+¥142.82 / +0.64%); Topix ¥1,698.37 (+¥12.95 / +0.77%); ¥/$110.41
Tags: Aisin Seiki (7259 JP), Futaba (7241 JP), Toyota (7203 JP), Adeka (4401 JP), Nihon Noyaku (4997 JP), KDDi (9433 JP), NTT (9432 JP), Hitachi High-Technology (8036 JP), Sysmex (6869 JP), Nissan (7201 JP), Mitsubishi Chemical Holdings (4188 JP), Deutsche Beteilingungs AG (DBAN GY), iStyle (3660 JP)
Main Points at a Glance
• Easing trade talks provide a bounce for autos…
• …but telcos continue to suffer
• Hitachi High-Tech worth a revisit?
• Japan and China to cooperate on charging standards is good news for Japanese automakers
• Mitsubishi Chemical invests in IC production services
• iStyle looks attractive given recent sell-off
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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