Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today July 9: 22,000 regained/Murata hay-making in LiB space/Nikon acquires Chuo Sangio/ Nissan and fuel emissions/Zeon rebound/Excavator makers droop/ Nikkei +1.21%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Nikkei ¥22,052.18 (+¥264.04 / +1.21%); Topix ¥1,711.79 (+¥20.25/ +1.21%); ¥/$110.44
Tags: Xiaomi (1810 HK), Eisai (4523 JP), Biogen (BIIB US), Start Today (3092 JP), MonotaRO (3064 JP), Kitanotatsujin (2930 JP), Sony (6758 JP), CyberAgent (4751 JP), TDK (6762 JP), CATL (300750 CH), Murata (6981 JP), Yageo (2327 TT), Nikon (7731 JP), Canon (7751 JP), Nissan (7201 JP),Mitsubishi Motors (7211 JP), Suzuki (7269 JP), Subaru (7270 JP), Zeon Corp (4205 JP), Hitachi Construction Machinery (6305 JP), Komatsu (6301 JP), Sany Heavy (600031 CH)
Main Points at a Glance
• Tokyo recovers the 22,000 level
• Murata and the lithium battery related MLCC opportunity space
• Nikon acquires Chuo Sangio
• Nissan admits to emission data manipulation
• Zeon rebounds on share buybacks
• Excavator makers hit by downgrade
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch