PSA Today May 31: Rebound / KDDi and Rakuten/Canon and Apple/The global EV fleet/ Maxell's Business Plan - Nikkei +0.83%
Japan Market Comment by Pelham Smithers, Julie Boote, and Joel ScheimanNikkei ¥22,201.82 (+¥183.30 / +0.83%); Topix ¥1,747.45 (+¥11.32/ +0.65%); ¥/$108.80
Tags: Denso (6902 JP), Aisin Seiki (7259 JP), Suzuki (7269 JP), Honda (7267 JP), Subaru (7270 JP), Bandai Namco (7832 JP), Square Enix (9684 JP), Nintendo (7974 JP), KDDi (9433 JP), Rakuten (4755 JP), Apple (AAPL US), Canon (7751 JP), Panasonic (6752 JP), Nissan (7201 JP), Tesla (TSLA US), GM (GM US), Toyota (7203 JP), Maxell (6810 JP) Dai Nippon Printing (7912 JP), Japan Display (6740 JP)
Main Points at a Glance
• Markets rebound
• Rakuten’s pull on KDDi’s customer base
• Canon doesn’t respond to Apple’s plan for a full OLED line-up
• Global EV fleet set to expand
• Maxell outlines a thoughtful business plan
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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