PSA Today Aug 9: Unrealised concerns / Electronic component strategy comment / More fuel emission cheating / Daifuku, Mori soar / mixi Q1below - Nikkei -0.20%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenNikkei ¥22,598.39 (-¥45.92 / -0.20%); Topix ¥1,740.16 (-¥4.55/ -0.26%); ¥/$110.98
Tags: Mazda (7261 JP), Suzuki (7269 JP), Showa Denko (4004 JP), Pioneer (6773 JP), Calsonic (pvt), Alpine (6816 JP), Clarion (6796 JP),Taiyo Yuden (6976 JP), Murata (6981 JP), Rohm (6963 JP), Harmonic Drive (6324 JP), Fanuc (6954 JP), Nidec (6594 JP), TDK (6762 JP), Kyocera (6971 JP), Minebea Mitsumi 6479 JP), Alps (6770 JP), Fuji Electric (6504 JP), Hirose (6806 JP), Toyota (7203 JP), Honda (7267 JP), Yamaha Motor (7272 JP), Mitsubishi Motors (7211 JP), SMC (6273 JP), Daifuku (6383 JP), DMG Mori Seiki (6141JP), mixi (2121JP), GungHo Online Entertainment (3765 JP)
Main Points at a Glance
• Tokyo closes lower
• Electronic components: punchy forecasts, punchy valuations
• Suzuki, Mazda, Yamaha Motor conduct improper fuel emission tests
• Daifuku and Mori Soar and OPMs continue to rise
• mixi reports another weak quarter
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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