PSA Today July 11: Now, "List 2" tariffs / ATH for MonotaRO / Biogen, Eisai story: challenges / xEV, Murata and Rohm / Japan's LiB opportunities / Takeuchi's good Q1 Nikkei -1.19%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukNikkei ¥21,932.21 (-¥264.68 / -1.19%); Topix ¥1,701.88 (-¥14.25 / -0.83%); ¥/$111.07
Tags: Yahoo Japan (4689 JP), MonotaRO (3064 JP), Biogen (BIIB US), Eisai (4523 JP), Merck (MRK US), Murata (6981 JP), Rohm (6963 JP), Contemporary Amperex Technology (300750 SZ), TDK (6762 JP), Hitachi Chemical (4217 JP), Mitsubishi Chemical Holdings (4188 JP), Ube Industries (4208 JP), BMW (BMW GY), Takeuchi (6432 JP)
Main Points at a Glance
• Market slides as “List 2†tariffs revealed
• Listing high for MonotaRO
• Questions raised over BAN-2401 data
• Tale of two xEV component suppliers
• CATL in Germany an opportunity for Japan’s LiB supply chain
• Good FY18 Q1 and strong USD buoy Takeuchi
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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