PSA Today July 17: Higher despite Asia / Machinery Hit on China GDP / Casinos / Panasonic batteries: Tesla's cost advantage? / US auto financing worsens / Nucleic acid drugs -Nikkei +0.44%
Nikkei ¥22,697.36 (+¥100.01 / +0.44%); Topix ¥1,745.05 (+¥14.98 / +0.87%); ¥/$112.29Tags: Sony (6758 JP), Nintendo (7974 JP), Daikin (6367 JP), Fujitsu General (6755 JP),Yaskawa (6506 JP), Fanuc (6954 JP), Daifuku (6383 JP), THK (6481 JP), SMC (6273 JP), Nabtesco (6268 JP), Orix (8591 JP), Sega Sammy (6460 JP), Panasonic (6752 JP), Tesla (TSLA US), LG Chem (051910 KS), TDK (6762 JP), Samsung (005930 KS), CATL (300750 CH), SoftBank (9984 JP), Toyota (7203 JP), Honda (7267 JP), Nissan (7201 JP), Nitto Denko (6988 JP), Biogen (BIIB US), Sarepta Therapeutics (SRPT US), Ribomic (4591 JP), SBI Holdings (8473 JP)
Points
• Market higher despite Asia weakness
• Machinery hit on weak China GDP figures
• Casino-plays back in vogue
• Panasonic batteries behind Tesla Model 3 cost advantage?
• US Auto Financing Environment Deteriorates
• Nucleic Acid Drugs May Finally be Taking Off
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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