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

PSA Today June 18:Nikkei falls as trade war intensifies / More LCD handsets than OLED ones - Apple / Yamaha Motor's fall from favour / Solid-state LiB project kicks off - Nikkei -0.75 %

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Nikkei ¥22,680.33(-¥171.42 / -0.75%); Topix ¥1,771.43(-¥17.61 / -0.98%); ¥/$110.49
Tags: Panasonic (6752 JP), Kubota (6326 JP), Sumitomo Osaka Cement (5232 JP), Murata (6981 JP), Taiyo Yuden (6976 JP), Apple (AAPL US), Canon (7751 JP), Samsung (005930 KS), Alps (6770 JP), TDK (6762 JP), Murata (6981 JP), Yamaha Motor (7272 JP), Ohara Inc. (5218 JP), Toyota (7203 JP), Asahi Kasei (3407 JP), Toray (3402 JP), Nissan Chemical (4021 JP), Kuraray (3405 JP), Sumitomo Metal Mining (5713 JP)
Main Points at a Glance
• Nikkei falls as trade war intensifies
• Apple expects to sell more LCD handsets than OLED handsets
• Yamaha Motor’s fall from favour
• Japan’s solid-state LiB project kicks off
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

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