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

PSA Today July 11: Hopeful rebound / Nintendo's Switch Lite / Outmoded passenger cars / Yaskawa disappoints / Bellsystem24's Q1 - Nikkei +0.51%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay Whipp
Nikkei ¥21,643.53 (+¥110.05 / +0.51%); Topix ¥1,578.63 (+¥7.31 / +0.47%); ¥/$108.00
Tags: TSMC (2330 TT), Nintendo (7974 JT), Bandai Namco (7832 JT), DMG Mori (6141 JT), MonotaRO (3064 JT), Microsoft (MSFT US), Google (GOOG US), Toyota (7203 JT), Mazda (7261 JT), VW (VOW GR), Yaskawa (6506 JT), Bellsystem24 (6183 JT), Itochu Corp (8001 JT)
Main Points
• Market rebounds on US rate cut hopes, foreign buying
• Nintendo goes Lite (again)
• Further evidence of demise of passenger cars
• Yaskawa Q1 disappoints
• Bellsystem24 surges despite unremarkable Q1 results
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

Lindsay Whipp

Pelham Smithers

William Nestuk

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