PSA Today June 20: Brushing off trade fears/Strategy comment/Honda's flawed power train policies/An opportunity in cyclical chemicals? - Nikkei +1.2%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukNikkei ¥22,555.43 (+¥276.95 / +1.2%); Topix ¥1,752.75 (+¥8.83 / +0.5%); ¥/$110.22
Tags: Mercari (4385 JP), MonotaRO (3064 JP), Kitanotatsujin (2930 JP), Mitsubishi Electric (6503 JP), SMC (6273 JP), Yaskawa (6506 JP), Komatsu (6301 JP), Procter & Gamble (PG US), 3M (MMM US), Alcoa (AA US), US Steel (X US), Honda (7267 JP), Toyota (7203 JP), GM (GM US), Mitsui Chemicals (4183 JP), Mitsubishi Chemical Holdings (4188 JP), Sumitomo Chemical (4005 JP), Shin-Etsu Chemical (4063 JP)
Main Points at a Glance
• Nikkei rebounds as Asian investors brush off trade fears
• Strategy: should we be bullish or bearish?
• Honda: doubts over its alternative power train policies in North America
• Cyclical chemicals have discounted a lot of bad news
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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