PSA Today July 19: What earnings crisis? / Nidec 1Q preview / TOY's strength / Pondering Mercari - Nikkei +2.00%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenNikkei ¥21,466.99 (+¥420.75/ +2.00%); Topix ¥1,563.96 (+¥29.69 / +1.94%); ¥/$107.65
Tags: TSMC (2330 TT), ASML (ASML NA), KLA Corp (KLAC US), Lasertec (6920 JT), Jeol (6951 JT), Ulvac (6728 JT), Mercari (4385 JT), LINE (3938 JT), Yahoo Japan (4689 JT), Ocado (OCDO LN), Kitanotatsujin (2930 JT), iStyle (3660 JT), Enigmo (3665 JT), Toyota (7203 JT), VW (VOW GR), Ford (F US), Contemporary Amperex Technology (300750 CH), BYD (1211 HK), Subaru (7270 JT), GM (GM US), Tesla (TSLA US), Dongfeng Motor Grp Co Ltd. (489 HK), Bayerische Motoren Werke Ag (BMW GR), Peugeot SA (UG FP), Great Wall Motor Company (2333 HK), Honda Motor (7267 JY), Fiat Chrysler Automobiles Nv. (FCA IM), Nissan Motor (7201 JT), Isuzu Motors (7202 JT), Kia Motors Corp (000270 KS), Mazda Motor Corp (7261 JT), Mitsubishi Motors Corp (7211 JT), Hyundai Motor Co (005380 KS), Renault SA (RNO FP), Daimler Ag (DAI GY), Geely Automobile Holdings (175 HK), Maruti Suzuki India Ltd (MSIL IN), Suzuki Motor (7269 JT), Nidec (6594 JT), Tokyo Steel (5423 JT), Mercari (4385 JT)
Main Points
• Earnings crisis, what earnings crisis?
• Toyota’s strength becoming apparent
• Nidec 1Q preview
• Mercari to record ¥12bil in net loss?
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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