Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • William Nestuk

PSA Today Oct 12: Underperforming other Asia markets / Honda's US light truck macho makeover / Yaskawa's second analyst call / Ferrotec perky / Previewing Sansan's Q1 - Nikkei -0.26%

Japan Market Comment by Julie Boote, William Nestuk and Lindsay Whipp
Nikkei ¥23,558.69 (-¥61.00 / -0.26%); Topix ¥1,643.35 (-¥4.03 / -0.24%); ¥/$105.48
Tags: Canon (7751 JT), Nikon (7731 JT), Citizen Watch (7762 JT), Lasertec (6920 JT), Anritsu (6754 JT), Z Holdings (4689 JT), V-Cube (3681 JT), Mercari (4385 JT), Yaskawa Electric (6506 JT), OSG Corp (6136 JT), Honda (7267 JT), Toyota (7203 JT), Mazda (7261 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Nissan (7201 JT), Ferrotec Holdings (6890 JT), Sansan (4443 JT), Bengo4.com (6027 JT), Salesforce (CRM US), Creative Survey, Logmi
Main Points
• Japan underperforms other Asia markets
• Honda tackles light truck market in the US
• Yaskawa second conference call: neutral tone
• Ferrotec soars on broker upgrade
• Sansan’s FY20 Q1 Preview: Impact of Covid-19 new normal
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
Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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