PSA Today July 17: Worries / Hitachi in EV fleet move / Sony's PS5 production plans boosted / Sizing up Nissan's Ariya prospects / TSMC reports - Nikkei -0.32%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanNikkei ¥22,696.42 (-¥73.94 / -0.32%); Topix ¥1,573.85 (-¥5.21 / -0.33%); ¥/$107.17
Tags: Murata (6981 JT), Netflix (NFLX US), Sansan (4443 JT), BASE Inc (4477 JT), CyberAgent (4751 JT), Square Enix (9684 JT), Hitachi (6501 JT), ABB (ABBN SW), Sony (6758 JT), Nintendo (7974 JT), Microsoft (MSFT US), Apple (AAPL US), Nissan Motor (7201 JT), Tesla (TSLA US), VW (VOW GR), Hyundai Motor (005380 KS), Mazda (7261 JT), Taiwan Semiconductor Mfg. Co. (2330 TT), Huawei (pvt), Qualcomm (QCOM US), Nvidia (NVDA US), Advanced Micro Devices (AMD US), Shin-Etsu Chemical (4063 JT), JSR (4185 JT), Tokyo Ohka Kogyo (4186 JT), Hoya (7741 JT), Semiconductor Manufacturing International, (688981 CG)
Main Points
• Tokyo slides on mixed US economic data, Covid cases rising.
• Hitachi in EV fleet move
• Chinese whispers send Sony’s PS5 production plans higher
• Can Nissan’s new Ariya EV save the day? There’s good and bad news, and unknowns
• TSMC reports strong Q2 amidst widening US-Sino split
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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