PSA Today Oct 11: Trump on trade / Inflection point? / Car? It's a computer on wheels: here comes ARM / Yaskawa and other automation – Nikkei +1.15%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukNikkei ¥21,798.87 (+¥246.89 / +1.15%); Topix ¥1,595.27 (+¥13.85 / +0.88%); ¥/$108.02
Tags: Suzuki Motor (7269 JT), Hisamitsu Pharmaceutical (4530 JT), Ryohin Keikaku (7453 JT), MonotaRO (3064 JT), NRI (4307 JT), Sansan Inc (4443 JT), Nintendo (7974 JT), Square Enix (9684 JT), Colopl (3668 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), Tokyo Steel (5423 JT), JSR (4185 JT), Arm Holdings, SoftBank Group (9984 JT), Toyota (7203 JT), GM (GM US), Denso (6902 JT), Bosch (pvt.), Continental (CON GR), Nvidia (NVDA US), NXP (NXPI US), Omron (6645 JT), SMC (6273 JT), Takeuchi Mfg (6432 JT), Komatsu (6301 JT), HCM (6305 JT)
Main Points
• Trump trade comments send markets higher
• Reading through from market’s response to Yaskawa numbers
• Automotive Consortium joins forces with ARM
• Yaskawa shrugs off H1 shortfall; Construction machinery rebound
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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