PSA Today May 31: Slide / The trouble with Astellas / Harm if Mexico auto tariffs happen / TDK's Huawei exposure / - Nikkei -1.63%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanNikkei ¥20,601.19 (-¥341.34 / -1.63%); Topix ¥1,512.28 (-¥19.70 / -1.29%); ¥/$108.95
Tags: JDI (6740 JT), Apple (AAPL US), Nintendo (7974 JT), Astellas (4503 JT), Daiichi Sankyo (4568 JT), FibroGen (FGEN US), Pfizer (PFE US), Takeda (4502 JT)
Toyota (7203 JT), Honda (7267 JT), Nissan (7201 JT), Mazda (7261 JT), TDK (6762 JT), Huawei (pvt.), TSMC (2330 TT), Murata (6981 JT)
Main Points
• Tokyo slides on Mexico tariffs
• Astellas: Can Xospata offset patent cliff issues?
• Automakers will be hurt by US import tariffs imposed on Mexico
• TDK’s Huawei exposure
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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