PSA Yesterday May 27: Trump visit helps / Is the worst over for MLCC plays? / Does macro data suggest weak GDP forward and back? – Nikkei +0.31%
Japan Market Comment by Pelham SmithersNikkei ¥21,182.58 (+¥65.36 / +0.31%); Topix ¥1,547.00 (+¥5.79/ +0.38%); ¥/$109.48
Tags: Nissan (7201 JT), Fiat Chrysler (FCA IM), Renault (RNO FP), Huawei (pvt.), Murata (6981 JT), TDK (6762 JT), NEC (6701 JT), KDDi (9433 JT), SoftBank Corp (9434 JT), DoCoMo (9437 JT), Tokyo Electron (8035 JT), Rohm (6963 JT), Kyocera (6971 JT), Taiyo Yuden (6976 JT)
NB: Prices are as of close on May 27
Main Points
• Japanese shares close higher following Trump visit
• IS the worst over for the MLCC plays?
• Does AIAI data suggest weak Q2 GDP, downward revision for Q1?
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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