PSA Today July 3: All sorts of spanners / What should Disney do? / June US auto sales / Yaskawa's July 11 release / Daikin's hot spot - Nikkei -0.53%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukNikkei ¥21,638.16 (-¥116.11 / -0.53%); Topix ¥1,579.54 (-¥10.30 / -0.65%); ¥/$107.70
Tags: Lasertec (6920 JT), TSMC (2330 TT), JSR (4185 JT), Daifuku (6383 JT), SK Hynix (000660 KS), IHI (7013 JT), Panasonic (6752 JT),Tesla (TSLA US), Disney (DIS US), Activision (ATVI US), Sony (6758 JT), Vivendi (VIV FP), Capcom (9697 JT), Square Enix (9684 JT), Ubisoft (UBI FP), Koei Tecmo (3635 JT), Sega Sammy (6460 JT), Ford (F US), Mitsubishi Motors (7211 JT), Subaru (7270 JT), Yaskawa (6506 JT), Daikin (6367 JT), Fujitsu General (6755 JT)
Main Points
• Japan lower on China, Korea, Cleveland
• Should Disney buy a gaming company (and if so, which?)
• June US Auto sales post a moderate decline, with incentives at bay
• Yaskawa Q1 release on July 11
• Daikin defying gravity
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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