Japan Market Comment by Pelham Smithers and Joel Scheiman Nikkei ¥27,055.94 (-¥102.69 / -0.38%); Topix ¥1,796.18 (+¥4.96 / +0.28%); ¥/$102.75 Tags: Eneos (5020 JT), Murata (6981 JT), NTT (9432 JT), Z Holdings (4689 JT), SoftBank Corp (9434
Japan Market Comment by Pelham Smithers and Joel ScheimanNikkei ¥27,055.94 (-¥102.69 / -0.38%); Topix ¥1,796.18 (+¥4.96 / +0.28%); ¥/$102.75
Tags: Eneos (5020 JT), Murata (6981 JT), NTT (9432 JT), Z Holdings (4689 JT), SoftBank Corp (9434 JT), ZOZO (3092 JT), Demae-Can (2484 JT), Canon (7751 JT), Ricoh (7752 JT), JFE Container (5907 JT), Hope Inc (6195 JT), eRex (9517 JT), Enechange (4169 JT), Resonant (RESN US), Qorvo (QRVO US), Broadcom (AVGO US), Samsung Electronics (005930 KS), Fujifilm Holdings (4901 JT)
Main Points
• Topix marks time again but optimism improves on rising commodity prices
• Murata eyeing 500mil 5G smartphones in FY21
• Fujifilm Holdings’ Boston CDMO project
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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