Report
Joel Scheiman ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today 16 Dec: Strong after Fed speaks / Ulvac on its China opportunity / Ohara gives back gains / True Data IPO a squib; forthcoming ExaWizards considered - Nikkei +2.1%

Japan Market Comment by Pelham Smithers, Joel Scheiman, and Lindsay Whipp
Tags: Canon (7751 JT), Oriental Land (4661 JT), Shimano (7309 JT), Keyence (6861 JT), Panasonic (6752 JT), Honda (7267 JT), Ulvac (6728 JT), Lasertec (6920 JT), Jeol (6951 JT), Advantest (6857 JT), Nippon Yusen (9101 JT), Kawasaki Kisen (9107 JT), LAM Research (LRCXUS), Applied Materials (AMAT US), Rohm (6963 JT), Torex Semiconductor (6616 JT), Tokyo Seimitsu (7729 JT), Screen Holdings (7735 JT), Ohara Inc (5218 JT), Toyota Motor (7203 JT), True Data (4416 JT), Net Protections (7383 JT), Zeals (9255 JT), Flect (4414 JT), ExaWizards (4259 JT), Money Forward (3994 JT), PKSHA Technology (3993 JT)
Main Points
• Tokyo soars on back of Fed comments
• Ulvac’s 2021 IR seminar focuses on China opportunity
• Ohara gives back yesterday’s gains
• True Data’s IPO disappoints; ExaWizard's forthcoming IPO considered
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Lindsay Whipp

Pelham Smithers

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