PSA Today Oct 2: NAFTA helps/ Machine tool sector comment/ Mazda's EV strategy/ Shimamura a microcosm of retail trends – Nikkei +0.10%
Japan Market Comment by Pelham Smithers and Julie BooteNikkei ¥24,270.62 (+¥24.86 / +0.10%); Topix ¥1,824.03 (+¥6.07 / +0.33%); ¥/$113.83
Tags: Ono Pharmaceutical (4528 JP), Takashimaya (8233 JP), Oriental Land (4661 JP), DMG Mori Seiki (6141 JP), Fanuc (6954 JP), Keyence (6861 JP), Mazda (7261 JP), Toyota (7203 JP),Denso (6902 JP), Nissan (7201 JP), BMW (BMW GR), NOK Corp (7240 JP), Shimamura (8227 JP), ZOZO (3092 JP)
Main Points at a Glance
• Tokyo closes higher as exporters gain on NAFTA situation
• Machinery sector stock selection likely to be key as capital goods data send mixed messages
• Mazda surrenders and joins electrification troops
• Shimamura – A microcosm of megatrends story
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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