PSA Technology: Is It Time for Bargain-Hunting in Japanese SPE Names?
Tags: KLA Corp (KLAC US), Lam Research (LRCX US), Applied Materials (AMAT US), Tokyo Electron (8035 JT), Disco (6146 JT), Advantest (6857 JT), Intel (INTC US), Samsung Electronics (005930 KS), Lasertec (6920 JT), Screen Holdings (7735 JT), Tokyo Seimitsu (7729 JT), Alibaba (BABA US), TSMC (2330 TT), WalMart (WMT US), Teradyne (TER US), Ulvac (6728 JT), Towa Corp (6315 JT), A&D Holon (7745 JT), Nvidia (NVDA US)Technology analyst Pelham Smithers reviews the business cycles of the global semiconductor manufacturing and SPE industry and identifies what has been reflected in the shares of the related companies. Among Japan names, there are several names to consider if investors opt for bargain-hunting, while there are those that offer gearing if sentiment and momentum picks up.
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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