PSA Today 13 Dec: Mixed Tankan, a chip stock boost / Ushio, AMAT, and new packaging / Consciously uncoupling Nissan and Renault / Smaregi's revision up – Nikkei 225 +0.25% | ¥$145.94
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Hiroyuki TeradaTags: Mizuho Financial Group (8411 JT), Fujitsu (6702 JT), Shinko Electric (6967 JT), Shimano (7309 JT), Powerchip Semiconductor (6770 TT), Disco (6146 JT), Advantest (6857 JT), Ushio (6925 JT), Applied Materials (AMAT US), Lasertec Corp (6920 JT), Isuzu Motors (7202 JT), Hino Motors (7205 JT), Recruit (6098 JT), Ya-Man (6630 JT), ASML (ASML NA), Tokyo Seimitsu (7729 JT), Ferrotec (6890 JT), Nissan Motor (7201 JT), Renault (RNO FP), Smaregi (4431 JT)
Main Points
• Tokyo shares boosted by chip stocks as Tankan provides positives, negatives
• Ushio, AMAT unveil new packaging litho technology
• Nissan buys back 5%-stake held by Renault
• Smaregi revises FY24 guidance upward
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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