PSA Today June 8: Brazil and liquidity worries / GDP / Trouble in the IC market? / Honda, GM cooperate on EV batteries / Fujifilm's tactics re Xerox - Nikkei -0.56%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanNikkei ¥22,694.50 (-¥128.76 -0.56%); Topix ¥1,781.44 (-¥7.57 / -0.42%); ¥/$109.34
Tags: Xiaomi, Panasonic (6752 JP), Sony (6758 JP), Advantest (6857 JP), CE&C (9692 JP), IIJ (3774 JP), IBC (3920 JP), TDC Soft (4687 JP), Start Today (3092 JP), MonotaRO (3064 JP), iStyle (3660 JP), Samsung (005930 KS), TSMC (2330 TT), ASML (ASML NA), Tokyo Electron (8035 JP), Disco (6146 JP),Honda (7267 JP), GM (GM US), Blue Energy, GS Yuasa (6674 JP), LG Chem (051910 KS), Fujifilm Holdings (4901 JP), Xerox Corp (XRX US)
Main Points at a Glance
• Market slides on Brazil, liquidity issues
• Little change to Japan’s GDP numbers
• Trouble in the IC market?
• Honda and GM to cooperate on batteries
• Fujifilm – know when to walk away
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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