PSA Today July 14: US spooks Japan markets / Expert networks: Japan's VisasQ / Honda's CATL stake / Aerospace, Toray and Teijin - Nikkei -0.87%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenNikkei ¥22,587.01 (-¥197.73 / -0.87%); Topix ¥1,565.15 (-¥7.87 / -0.50%); ¥/$107.39
Tags: SoftBank Group (9984 JT), Sony (6758 JT), BASE (4477 JT), GMO Cloud (3788 JT), Hosoya Pyro-Engineering (4274 JT), Ishikawa Seisakusho (6208 JT), Inter Action (7725 JT), Nidec (6594 JT), Hioki EE (6866 JT), Tokuyama (4043 JT), Rohm (6963 JT), Panasonic (6752 JT), Gerson Lehman (pvt), DeepBench (pvt), VisasQ (4490 JT), Freee (4478 JT), BASE (4477 JT), Honda (7267 JT), Contemporary Amperex Technology (300750 CH), Toyota (7203 JT), GM (GM US), Hyundai (005380 KS), Daimler (DAI GR), BMW (BMW GR), Nissan (7201 JT), Ford (F US) VW (VOW GR), GS Yuasa (6674 JT), Boeing (BA US), Airbus (AIR FR), Toray (3402 JT), Toray Composite Materials America (pvt), Lilium Jet (pvt), Teijin (3401 JT), Continental Structural Plastics (pvt), Recruit Holdings (6098 JT)
Main Points
• US late sell-off spooks Japanese equities
• VisasQ brings the economics of the expert network to the Japanese stock market
• Honda buys stake in CATL
• Toray and Teijin, how much carbon fiber in a Delorean?
• Recruit: Improvement in job postings trend in the US continues
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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