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

PSA Today Sep 1: Static / Adjusting to life after Abe Part 2 / Considering the July camera data / Economic releases / Hitachi and Workhorse / Toyota's dogged deployment of fuel cells / Honda's suppliers merger dates – Nikkei -0.01%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥23,138.07 (-¥1.69 / -0.01%); Topix ¥1,615.81 (-¥2.37 / -0.15%); ¥/$105.74
Tags: Nintendo (7974 JT), Canon (7751 JT), Square Enix (9684 JT), Capcom (9697 JT), Nexon (3659 JT), CyberAgent (4751 JT), Sony (6758 JT), Hoya (7741 JT), Daiichi Sankyo (4568 JT), Recruit (6098 JT), Daikin (6367 JT), BASE Inc (4477 JT), Freee (4478 JT), GA Technologies (3491 JT), Honda (7267 JT), Hitachi (6501 JT), Mitsubishi Electric (6503 JT), Ricoh (7752 JT), Konica Minolta (4902 JT), Fujifilm Holdings (4901 JT), TIS Inc (3626 JT), Nikon (7731 JT), Workhorse (WKHS US), Hitachi Capital (8586 JT), Toyota (7203 JT), Hyundai Motor (005380 KS), Keihin Corp (7251 JT), Nissin Kogyo (7230 JT), Showa Corp (7274 JT), Hitachi Automotive, Denso (6902 JT)
Main Points
• Adjusting to life after Abe: Part 2
• Camera shipment data for July offers some encouragement, mainly for Sony
• Some important economic releases
• Hitachi in strategic agreement with EV truck pioneer Workhorse
• In an EV world, Toyota quietly pursues fuel cell path
• Honda commences supplier merger procedures
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

William Nestuk

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