Report
Joel Scheiman ...
  • Julie Boote
  • Thao Nguyen

PSA Today May 25: Politics and yen still the main events/US auto tariff talk challenged/Fujifilm and Xerox/Kakaku's progress - Nikkei +0.06%

Japan Market Comment by Julie Boote, Joel Scheiman and Thao Nguyen
Nikkei ¥22,450.79 (+¥13.78 / +0.06%); Topix ¥1,771.70(-¥3.95 / -0.22%); ¥/$109.57
Tags: Hosoya Pyro-Engineering (4274 JP), Howa Machinery (6203 JP), Ishikawa Seisakusho (6208 JP), Toyota (7203 JP), Screen (7735 JP), Tokyo Electron (8035 JP), Kirin (2503 JP), IHI (7013 JP), ANA (9202 JP), Hoshiden (6804 JP), Mitsubishi Estate (8802 JP), Mitsubishi Motors (7211 JP), Fujifilm Holdings (4901 JP), Xerox Corp (XRX US), Kakaku.com (2371 JP), LCL, Inc., gaie, Inc.
Main Points at a Glance
• Sombre markets due to political tension
• US auto import tariffs: complete lack of support suggests stock market has overreacted
• Where Fujifilm stands with Xerox
• Kakaku.com near a one-year high
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Julie Boote

Thao Nguyen

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