PSA Today July 3: Mixed, ¥$ hits 111 / Tesla read across to Panasonic / Crypto:+ve news from regulators / China's lower import tariffs, Toyota / Bearings / Ichikoh / Start Today's PB suits and is sending PSA's internet analyst free clothing
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenNikkei ¥21,785.54 (-¥26.39 / -0.12%); Topix ¥1,692.80 (-¥2.49 / -0.15%); ¥/$110.99
Tags: Taiyo Yuden (6976 JP), Murata (6981 JP), TDK (6767 JP), Tesla (TSLA US), Panasonic (6752 JP), Monex (8698 JP), SBI Holdings (8473 JP), GMO Internet (9449 JP), Remixpoint (3825 JP), BMW (BMW GR), Mercedes (DAI GR), Toyota (7203 JP), Subaru (7270 JP), Nachi-Fujikoshi (6474 JP), THK (6481 JP), NTN (6472 JP), Minebea-Mitsumi (6479 JP), Ichikoh Industry (7244 JP), Valeo (FR FP), Start Today (3092 JP)
Main Points at a Glance
• Mixed market as yen hits ¥111/$
• Readthrough for Panasonic from Tesla
• Positive news for crypto exchanges
• China lowers import tariff – Toyota to benefit
• Bated breath on bearings
• Ichikoh bounce
• Start Today offers private brand suits
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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