PSA Today 13 Dec: Wall Street and Tankan help / The tankan / Sony and Qualcomm and image sensors / Flect IPO, a second strong day – Nikkei 225 +0.71%
Japan Market Comment by Pelham Smithers and Lindsay WhippTags: Fast Retailing (9983 JT), Lasertec (6920 JT), Mitsui Hi-tech (6966 JT), Toyota Motor (7203 JT), Honda (7267 JT), Shoei (7839 JT), CyberAgent (4751 JT), Naver (035420 KS), ArtSpark (3663 JT), Samsung Electro-Mechanics (009150 KS), Sony (6758 JT), Qualcomm (QCOM US), GalaxyCore (688728 CH), Apple (AAPL US), Razer (1337 HK), Flect (4144 JT), Amazon (AMZN US), Salesforce (CRM US)
Main Points
• Japan shares trade higher on Wall St gains, decent Tankan
• Tankan reinforces muddle through scenario
• Sony & Qualcomm tie up on image sensors
• Flect surges again on second day of trading
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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