PSA Today May 23: Mild apprehension / What if Huawei split? / Panasonic's problems / Nissan, pioneer in AD / NTT Data, mapping and 5G – Nikkei -0.62%
Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay WhippNikkei ¥21,151.14 (-¥132.23 / -0.62%); Topix ¥1,540.58 (-¥5.63 / -0.36%); ¥/$110.29
Tags: Huawei (pvt.), Murata (6981 JT), Sony (6758 JT), TDK (6762 JT), SoftBank Group (9984 JT), Nintendo (7974 JT), JAL (9201 JT), ANA (9202 JT), NEC (6701 JT), Gurunavi (2440 JT), Rakuten (4755 JT), Sosei (4565 JT), Novartis (NOVN SW), Panasonic (6752 JT), Tesla (TSLA US), Boeing (BA US), LG Chem (051910 KS), Samsung SDI (006400 KS), Nissan (7201 JT), NTT Data (9613 JT), AW3D (unl.), Maxar Technologies (MAXR US)
Main Points
• Tokyo shares in tentative slide as investors seek clarity over Huawei
• What if China breaks up Huawei?
• Panasonic’s Huawei response underscores company’s problems
• Nissan’s pioneering role in autonomous driving
• NTT Data to begin sales of the first 50cm resolution 3D map of Japan
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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