- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today May 24: Trump comments helps offset weak opening / NEC returning to Blue Chip status? / Supply chains for China in question / Denso's 2025 plan / A survey on foreign worker outsourcing - Nikkei -0.16%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥21,117.22 (-¥33.92 / -0.16%); Topix ¥1,541.21 (+¥0.63 / +0.04%); ¥/$109.61
Tags: Huawei (pvt.), Softbank Group (9984 JT), Murata (6981 JT), Nintendo (7974 JT), NEC (6701 JT), Panasonic (6752 JT), Japan Display (6740 JT), Qorvo (QVRO US), Qualcomm (QCOM US), Google (GOOGL US), Arm Holdings (pvt.), Sharp (6753 JT), TSMC (2330 TT), Kyocera (6971 JT), Ricoh (7752 JT), Fujifilm Holdings (4901 JT), MediaTek (2454 TT), HiSilicon (pvt.), Denso (6902 JT), Bosch (pvt), Continental (CON GY), Toyota (7203 JT), Aisin Seiki (7259 JT), Koito (7276 JT), Outsourcing Inc (2427 JT), Pasona (2168 JT), Persol Holdings (2181 JT)
Main Points
• Tokyo rallies from weak opening on Trump comments
• NEC returning to Blue Chip status.
• Uncertainty in supply chains for China
• Denso fails to excite with 2025 plan
• Survey shows Japanese companies wary of increasing foreign workers
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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