Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today Dec 6: Tokyo hit by Huawei arrest/ Huawei and Japan/ Nissan's 4th inspection fail; EV policy change?/ Hoshizaki's Q3 / Daikin and India -– Nikkei 1.91%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥21,501.62 (-¥417.71 / -1.91%); Topix ¥1,610.60 (-¥29.89/ -1.82%); ¥/$112.75
Tags: Huawei (pvt.), TDK (6762 JT), SoftBank (9984 JT), Largan Precision (3008 TT), Apple (AAPL US), HTC (2498 TT), Samsung (005930 KS), Oppo (pvt.), Vivo (pvt.), OnePlus (pvt.), Nokia (NOK FH), Ericsson (ERIC SS), Qualcomm (QCOM US), Murata (6981 JT), Sony (6758 JT), Alps (6770 JT), Toshiba (6502 JT), JDI (6740 JT), Sumitomo Chemical (4005 JT), Nitto Denko (6988 JT), CATL (300750 CH), Nissan (7201 JT), Hoshizaki (6465 JT), Daikin (6367 JT), LG Electronics (066570 KR), Voltas (VOLTAS IN), TATA Steel (TATA IN)
Main Points at a Glance
• Tokyo hit by Huawei arrest
• The Huawei situation from a Japanese viewpoint
• Nissan faces further vehicle inspection failures
• Nissan: changes in EV policies?
• Hoshizaki up on upcoming Q3
• Daikin’s India domination dream
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
Julie Boote

Pelham Smithers

William Nestuk

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