PSA Today Sep 4: Wall Street throws a curveball / Suga and the wireless stocks / Honda and GM's growing links / Considering why Fujifilm consensus OP exceeds guidance / Update on state cashless reward program – Nikkei -1.11%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenNikkei ¥23,205.43 (-¥260.10 / -1.11%); Topix ¥1,616.60 (-¥14.64 / -0.90%); ¥/$106.18
Tags: Nvidia (NVDA US), Tesla (TSLA US), BASE Inc (4477 JT), GA Technologies (3491 JT), Sony (6758 JT), Canon (7751 JT), Honda (7267 JT), General Motors (GM US), Bridgestone (5108 JT), Denso (6902 JT), Toyota (7203 JT), Suzuki Motor (7269 JT), Nippon Steel (5401 JT), JFE (5411 JT), JAL (9201 JT), NTT DOCOMO (9437 JT), KDDI (9433 JT), Rakuten (4755 JT), SoftBank Corp (9434 JT), Moderna (MRNA US), Pfizer (PFE US), BioNTech (BNTX US), AstraZeneca (AZN LN), Novavax (NVAX US), CanSino Biologics (6185 HK), Fujifilm Holdings (4901 JT), Fujifilm Diosynth Biotechnologies, Fuji Xerox, Mercari (4385 JT), Z Holdings (4689 JT)
Main Points
• Wall Street throws Japan a curveball
• How much bad news would Suga as PM be for wireless stocks?
• Honda and GM expand partnership
• Why Fujifilm consensus OP exceeds guidance
• An update on Maina Point, the government’s cashless point reward program
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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