- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 13 Aug: Shares surge / Sony's "Rom Dram" hits / China auto sales July decline / Cable company good moves / JMDC shares rally strongly – Nikkei 225 +3.45% | ¥$147.88
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Lindsay WhippTags: Sony (6758 JT), Hitachi (6501 JT), Murata Mfg (6981 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Lasertec (6920 JT), Tokyo Ohka Kogyo (4186 JT), Shin-Etsu Chemical (4063 JT), Nitto Denko (6988 JT), Dexerials (4980 JT), Rakuten (4755 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), General Motors (GM US), SAIC (600104 CH), Fujikura (5803 JT), SWCC (5805 JT), Furukawa (5801 JT), SEI (5802 JT), JMDC (4483 JT)
Main Points
• Tokyo shares surge on strong PPI, positive reassessment of earnings
• Sony’s success with novel-based “rom drams” continues
• China auto sales decline in July
• Fujikura, cable makers generally shine
• JMDC shares rally nearly 20% in a 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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