PSA Today June 7:Mexixo tariff hopes / Google's Stadia reveal / Toyota and battery supply / Kuraray, LCP, and 5G – Nikkei +0.53%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanNikkei ¥20,884.71 (+¥110.67 / +0.53%); Topix ¥1,532.39 (+¥7.48 / +0.49%); ¥/$108.45
Tags: Nissan (7201 JT), Nintendo (7974 JT), Sony (6758 JT), Square Enix (9684 JT), GungHo (3765 JT), Gree (3632 JT), Google (GOOG US), Microsoft (MSFT US), Netflix (NFLX US), Toyota (7203 JT), BYD (1211 HK), CATL (300750 CH), Toshiba (6502 JT), GS Yuasa (6674 JT) Toyota Industries (6201 JT), Panasonic (6752 JT), Nissan (7201 JT), Volkswagen (VOW GR), Kuraray (3405 JT), Murata (6981 JT), Sumitomo Chemical (4005 JT)
Main Points
• Japan stocks higher on Mexico tariff delay hopes
• Google Stadia reveal suggests system not yet a value proposition
• Toyota diversifies its battery supply
• Kuraray expands LCP for 5G
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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