PSA Today June 25: Trump / Xi cold water / Looking at Panasonic / China's EV strategy / Defence stocks blip up – Nikkei -0.43%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukNikkei ¥21,193.81 (-¥92.18 / -0.43%); Topix ¥1,543.49 (-¥4.25 / -0.27%); ¥/$107.04
Tags: Japan Display (6740 JT), Rohm (6963 JT), Parco (8251 JT), Ichibanya (7630 JT), Panasonic (6752 JT), Sony (6758 JT), Tesla (TSLA US), Toyota (7203), Hitachi (6501 JT), Renesas (6723 JT), Hewlett Packard (HPE US), LG Chemical (051910 KS), Samsung SDI (006400 KS), Ishikawa Seisakusho (6208 JT), Hoya Machinery (6203 JT), Hosoya Pyro-Engineering (4274 JT), MHI (7011 JT), IHI (7013 JT)
Main Points
• Japan declines on Trump / Xi “Cold Waterâ€
• The “breaking up Panasonic†exercise
• China’s EV market deregulation could benefit foreign automakers and battery manufacturers
• Defence stocks blip up
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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