PSA Today May 29: Lower bond yields lower equities/ Kitanotatsujin's big-hit product / A halt to China's EV sales boom? / Shokubai, Sanyo Chem consider merging / Demand for AI pure-plays – Nikkei -1.21%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay WhippNikkei ¥21,003.37 (-¥256.77 / -1.21%); Topix ¥1,536.41(-¥14.58 / -0.94%); ¥/$109.25
Tags: Tokyo Electron (8035 JT), Huawei (pvt.), Sony (6758 JT), Nintendo (7974 JT), Nissan (7201 JT), FCA (FCA IM), Renault (RNO FP), Kitanotatsujin (2930 JT), Toyota (7203 JT), Honda (7267 JT), Mitsubishi Motors (7211 JT), Nippon Shokubai (4114 JT), Sanyo Chemical (4471 JT), SoftBank Group (9984 JT), Heroz (4382 JT), PKSHA (3993 JT), Toyota (7203 JT), NTT DoCoMo (9437 JT), Noritsu Koki (7744 JT)
Main Points
• Tokyo lower on slumping US bond yields
• Kitanotatsujin’s Hyalo Deep Patch in strong demand
• China EV sales growth declines in April – the end of the sales boom?
• Nippon Shokubai and Sanyo Chemical consider combining
• Pure play AI companies enjoy rally
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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