PSA Today 11 Jun Marking time amid results /Shinko and Ibiden / MonotaRO considered / Nissha's promising Medical Business – Nikkei 225 -0.03%
Japan Market Comment by Pelham Smithers and Joel ScheimanTags: Eisai (4523 JT), Biogen (BIIB US), TSMC (2330 TT), Hoya (7741 JT), Shinko Electric (6967 JT), Sekisui House (1928 JT), GA Technologies (3491 JT), Raccoon Holdings (3031 JT), BASE Inc (4477 JT), Impact Holdings (6067 JT), M-up Holdings (3661 JT), Money Forward (3994 JT), Jig-Saw Inc (3914 JT), Google (GOOG US), Apple (AAPL US), Ajinomoto (2802 JT), Ibiden (4062 JT), Unimicron (3037 TT), MonotaRO (3064 JT), Nissha (7915 JT), Fujifilm Holdings (4901 JT), JSR (4185 JT), Medtronic (MDT US), Johnson and Johnson (JNJ US), Olympus (7733 JT)
Main Points
• Japan shares continue to mark time amid April quarterly results
• Growing ARM-Based CPU adoption seen as positive for Shinko, Ibiden
• MonotaRO’s May Sales +19%
• Nissha’s Medical business looks promising
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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