PSA Today 1 July: Weak Tankan plus Russia's worrisome Sakhalin gambit / NAND flash price slump / Tankan woes / Shin-Etsu preventing the spread of Covid – Nikkei 225 - 1.73%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanTags: Mitsubishi Corp (8058 JT), Mitsui & Co (8031 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT), Subaru (7270 JT), Fujifilm (4901 JT), Biogen (BIIB) US), Canon (7751 JT), Sony (6758 JT), Tobii (TOBII SS), Samsung Electronics (005930 KS), Toshiba (6502 JT), Kioxia, Western Digital (WDC US), Apple (AAPL US), Micro Devices (AMD US), TSMC (2330 TT), SoftBank Group (9984 JT), Shin-Etsu Chemical (4063 JT)
Main Points
• Tokyo falls on Sakhalin gas line threat, weak Tankan
• NAND flash prices slumping
• Tankan woes
• Shin-Etsu’s new antibacterial coating
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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