PSA Today 11 Oct: Rally as dollar hits 3-yr high / Sony and TSMC's new Japan lab / Sony's Venom doing well / Nissan's smart factory / Ogasawara on Yaskawa / Sansan share surge – Nikkei +1.6%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Lindsay WhippTags: Panasonic (6752 JT), Nissan Motor (7201 JT), Sony (6758 JT), Hitachi (6501 JT), Fujifilm (4901 JT), Toyota Motor (7203 JT), Honda (7267 JT), Sansan (4443 JT), SBI Holdings (8473 JT), Shinsei Bank (8303 JT), Avantia (8904 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), EduLab (4427 JT), TSMC (2330 TT), Denso (6902 JT), WingArc1st (4432 JT)
Main Points
• Japan shares rally as dollar hits 3-yr high
• Sony / TSMC linked to new US$7bil fab in Japan
• Sony’s Venom 2 holds Up Despite James Bond release
• Nissan presents Intelligent Factory
• Yaskawa OP outlook good though FY22 top-line growth a concern
• Sansan shares surge following earnings
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.