PSA Today Jul 12: Boosted by Wall Street, Yaskawa / Murata's all-solid-state battery/ iPhone 13 updates / Sony State of Play / Autos and chips – Nikkei 225 +2.25%
Japan Market Comment by Pelham Smithers, Julie Boote and Alexander BooteTags: Yaskawa Electric (6506 JT), Fanuc (6954 JT), OSG (6136 JT), Asahi Kagaku Kogyo (7928 JT), Komatsu (6301 JT), Nidec (6594 JT), SMC (6273 JT), Keyence (6861 JT), Sony (6758 JT), Metaps (6172 JT), Google (GOOG US), Pring, Wakamoto Pharmaceutical (4512 JT), Murata (6981 JT), Apple (AAPL US), TSMC (2330 TT), Toshiba (6502 JT), Kioxia, Apple (AAPL US), Sony (6758 JT), Minebea Mitsumi (6479 JT), Alps Alpine (6770 JT), Samsung Electronics (005930 KS), Subaru (7270 JT), Nissan Motor (7201 JT)
Main Points
• Wall Street, Yaskawa results combine to send Tokyo 600pts higher
• Murata’s solid-state battery is selling to the industrial machinery industry
• Update on iPhone 13 leaks
• The mixed success of Sony’s ‘State of Play’ Release
• Chip shortage continues to hurt the auto industry
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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