PSA Today July 13: Confidence returns / Tomorrow's China trade figures / Apple and RAM / The auto sector / Machinery names / Onward returns to ZOZO - Nikkei +2.22%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenNikkei ¥22,784.74 (+¥493.93 / +2.22%); Topix ¥1,573.02 (+¥37.82 / +2.46%); ¥/$107.02
Tags: Mazda (7261 JT), NEC (6701 JT), Densan Systems (3630 JT), PSI (pvt), AIT Corp (9381 JT), Hitachi Transport (9086 JT), Flexport, Kirindo (3194 JT), Cosmos Pharma (3349 JT), Onward Holdings (8016 JT), ZOZO (3092 JT), Ryohin Keikaku (7453 JT), Apple (AAPL US), Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Nissan (7201 JT), Mitsubishi Motors (7211 JT), Yaskawa (6506 JT), Fanuc (6954 JT), SMC (6273 JT), Minebea Mitsumi (6479 JT), KUKA (KU2 GY), Midea (000333 CH), Daikin (6367 JT)
Main Points
• Tokyo gains 2% as confidence returns
• Out tomorrow: China trade numbers
• Apple reverts to RAM differentiation on new iPhones
• Auto sector outperforms on hopes for H2 sales recovery
• Yaskawa stable; Fanuc short-term nudge up
• Onward Holdings to reopen on ZOZO’s ZOZOTOWN
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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