Report
Julie Boote ...
  • Pelham Smithers

PSA Today Oct 13: Watching and waiting / China imports surge / Considering the iPhone launch event later today / Daimler's clever mobility insurance venture – Nikkei +0.18%

Japan Market Comment by Pelham Smithers and Julie Boote
Nikkei ¥23,601.78 (+¥43.09 / +0.18%); Topix ¥1,649.10 (+¥5.75 / +0.35%); ¥/$105.48
Tags: Fanuc (6954 JT), OSG Corp (6136 JT), Johnson & Johnson (JNJ US), Eisai (4523 JT), Shionogi (4507 JT), Fujifilm Holdings (4901 JT), Apple (AAPL US), Nippon Yusen (9101 JT), Sony (6758 JT), Microsoft (MSFT US), Nintendo (7974 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), Sony (6758 JT), Foster (6794 JT), TDK (6762 JT), Japan Display (6740 JT), Sharp (6753 JT), Alps Alpine (6770 JT), Minebea Mitsumi (6479 JT), Daimler (DAI GR), Swiss Re (SREN SW), Toyota (7203 JT), Ford (F US), Nationwide
Main Points
• Election, macro data, earnings and Covid watching
• Chinese imports surge
• What Japanese stock investors should be looking for in the iPhone launch event today
• Daimler’s mobility insurance venture sets an example for auto industry
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

Pelham Smithers

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