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

PSA Today Sep 27: China worries loom / Considering China's power crisis / Japan's model-based auto and auto parts initiative / Regional banks plan a joint IT system – Nikkei 225 -0.03%

Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp
Tags: Tosoh (4042 JT), Mimasu Semiconductor (8155 JT), Hamamatsu Photonics (6965 JT), Daikin (6367 JT), Keyence (6861 JT), SMC (6273 JT), Noritake (5331 JT), Nagano Keiki (7715 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), Hitachi (6501 JT), Resona Holdings (8308 JT), SBI Holdings (8473 JT), Nintendo (7974 JT), Comcast (CMSCA US), Unimicron (3037 TT), Concraft (4943 TT), Nippon Steel (5401 JT), Shinko (6967 JT), Intel (INTC US), Panasonic (6752 JT), Evergrande (3333 HK), Toyota (7203 JT), Kyoto Bank (8369 JT), Shikoku Bank (8387 JT), Nishi Nippon City Bank (8327 JT), Akita Bank (8343 JT), Aomori Bank (8342 JT), Chiba Kogyo Bank (8337 JT), Aichi Bank (8527 JT), NTT Data (9613 JT), Money Forward (3994 JT)
Main Points
• Japan shares closed mixed amid growing China worries
• Winners and losers from China’s power crisis
• Japan auto industry creates 'model-based' auto design organisation
• Japan's regional banks to jointly invest in new IT system
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

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