Pelham Smithers Associates Ltd - PSA Today Aug 8 :Mixed: Panasonic if Tesla goes private/Telco sector comment/ Yamaha Motor/ Nissha/SMC/ IHI/ Trend Micro- Nikkei -0.08%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
Thao Nguyen
William Nestuk

PSA Today Aug 8 :Mixed: Panasonic if Tesla goes private/Telco sector comment/ Yamaha Motor/ Nissha/SMC/ IHI/ Trend Micro- Nikkei -0.08%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei Â¥22,644.31 (-Â¥18.43 / -0.08%); Topix Â¥1,744.71(-Â¥1.34/ -0.08%); Â¥/$111.28
Tags: SoftBank (9984 JP), Rakuten (4755 JP), Nikon (7731 JP), Olympus (7733 JP), Chugai (4519 JP), Daikin (6367 JP), Tesla Motor (TSLA US), Panasonic (6752 JP), Uber, NTT (9432 JP), KDDi (9433 JP), DoCoMo (9437 JP), Jio (subsid. of Reliance Jio Infocomm Limited, pvt.) Yamaha Motor (7272 JP), Nissha (7915 JP), SMC (6273 JP), IHI (7013 JP), Airbus (AIR FP), Trend Micro (4704 JP)
Main Points at a Glance
â€¢ Mixed market as trade concerns revived
â€¢ If Tesla goes privateâ€¦ implications for Panasonic
â€¢ Are all Japan Telcos Arguably a â€œBuyâ€?
â€¢ Yamaha Motor earnings hurt by rising expenses
â€¢ Nissha notes
â€¢ Strong FY18 Q1 from SMC â€“ notching up a record Q1 OPM
â€¢ IHI shrugs off modest Q1
â€¢ Trend Micro rose despite OP missing the lowest estimate

08/08/2018 6 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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PSA Today Aug 8 :Mixed: Panasonic if Tesla goes private/Telco sector comment/ Yamaha Motor/ Nissha/SMC/ IHI/ Trend Micro- Nikkei -0.08%

PSA Japan Market Strategy: Which Japanese Stock Will be the First to Hit US$1tril Market Cap?

PSA Interactive Media & Services: GA Technologies (3491 JT) – Strong Momentum Should Continue

The PSA Research Round-Up for the Week to 11 July 2025

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