Report
Alexander Boote ...
  • Joel Scheiman
  • Pelham Smithers
  • William Nestuk

PSA Today Aug 27: Steady despite Wall Street / Asahi Kasei and green hydrogen / Daikin's ATH / Wearable gaming speakers from SQE and Panasonic / Daikin at all-time highs/ China and machinery orders – Nikkei 225 -0.36%

Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Alex Boote
Tags: Mitsui OSK (9104 JT), Renesas (6723 JT), Ark Real Est, TSMC (2330 TT), Rohm (6963 JT), Mitsui High-Tec (6966 JT), Shiseido (4911 JT), Unicharm (8113 JT), Square Enix (9684 JT), Panasonic (6752 JT), Axel Mark (3624 JT), Altplus (3672 JT), Dentsu (4324 JT), Takeda (4502 JT), Asahi Kasei (3407 JT), JGC Holdings Corp (1963 JT), Ube Industries (4208 JT), Air Liquide (AI FR), Royal Dutch Shell (RDSA NA), Linde (LIN US), Enapter (H2O GR), Sony (6758 JT), Daikin (6367 JT)
Main Points
• Shipping stocks and defensives help limit losses following Wall St slide
• Asahi Kasei, and others, work to make green hydrogen
• Square Enix and Panasonic develop a new wearable gaming speaker system
• Daikin posts consecutive listing highs this week
• Slight China pullback overshadows 3-year peak in July machinery orders
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Alexander Boote

Joel Scheiman

Pelham Smithers

William Nestuk

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