- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA is 10 Years Old Today (Nov 13): Trade tension again / Toshiba / Fujifilm / JDI / SMC, Daikin / Recruit / Persol – Nikkei -0.85%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥23,319.87 (-¥200.14 / -0.85%); Topix ¥1,700.33 (-¥9.34 / -0.55%); ¥/$109.90
Tags: GMO Internet (9449 JT), GMO Payment Gateway (3769 JT), Nishishiba (6591 JT), Toshiba Plant (1983 JT), NuFlare (6256 JT), Toshiba Tec (6588 JT), Fujifilm Holdings (4901 JT), Xerox (XRX US), HP (HPQ US), TDK (6762 JT), Sony Corp (6758 JT), Japan Display Inc (6740 JT), Daifuku (6383 JT), Yaskawa Electric (6506 JT), SMC (6273 JT), Keyence (6861 JT), THK (6481 JT), Harmonic Drive Systems (6324 JT), TSMC (2330 TT), Recruit (6098 JT), Persol Holdings (2181 JT)
Main Points
• Markets weak again on renewed trade tension
• Toshiba’s Q2 results
• Fujifilm Holdings’ impressive Q2
• Japan Display’s roadmap remains short
• Daifuku gets Nikkei article support
• SMC closes at 22-month high
• Recruit’s earnings beat
• Persol Holdings lowers OP and sales forecasts
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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