PSA Today 1 Sep: Strong start to new quarter / Software spend / Murata's plant restarted / TSMC asks for price cut from suppliers / Subaru's new SUV EV / Daikin hits record highs / strong move in Ferrotec / Gaming snippets – Nikkei 225 +1.2
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Alex BooteTags: Nippon Steel (5401 JT), Unicharm (8113 JT), Nexon (3659 JT), Koei Tecmo (3635 JT), Bandai Namco (7832 JT), Nintendo (7974 JT), Capcom (9697 JT), Komatsu (6301 JT), Ark, Murata (6981 JT), Taiyo Yuden (6976 JT), Tomita Electric (6898 JT), Miraial (4238 JT), Sumco (3436 JT), Shin-Etsu Chemical (4063 JT), Shinko Electric (6967 JT), Intel (INTC US), TSMC (2330 TT), Toshiba (6502 JT), Kioxia, JMDC (4483 JT), TIS Inc (3626 JT), Nomura Research Institute (4307 JT), PKSHA Technology (3993 JT), Apple (AAPL US), Huawei, Xiaomi (1810 HK), Yageo (2327 TT), Samsung Electro-Mechanics (009150 KS), TDK (6762 JT), Micron (MU US), SK Hynix (00066 KS), Samsung Electronics (005930 KS), GlobalFoundries, Subaru (7270 JT), Toyota Motor (7203 JT), Daikin (6367 JT), Renesas Electronics (6723 JT), Ferrotec (6890 JT), Square Enix (9684 JT), Microsoft (MSFT US), Ubisoft (UBI FP), Netflix (NFLX US)
Main Points
• Nikkei climbs to 6-week high as market rotates into laggards
• Japan software spend continues to boom
• Murata’s quick restart at Fukui underscores healthy MLCC market
• TSMC apparently asking for 15% price cut from suppliers
• Subaru shows off all-new Solterra SUV EV
• Daikin record listing highs continue
• Ferrotec up 16% over three days
• Japanese gaming, a roundup of the week
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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