PSA Today 17 Nov: Market down, SPEs, semis shine / LiB plants and government / Nissan's all-new Ariya EV / Mercari ATH – Nikkei 225 -0.40%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenTags: Lasertec (6920 JT), Jeol (6951 JT), Ulvac (6728 JT), Renesas Electronics (6723 JT), Torex Semiconductor (6616 JT), Novell Crustal Technology, Systemsoft Corp (7527 JT), Cybozu (4776 JT), V-Cube (3681 JT), Toshiba (6502 JT), Sumitomo Chemical (4005 JT), Tanaka Chemical (4080 JT), Toda Kogyo (4100 JT), W-Scope (6619 JT), Furukawa Battery (6937 JT), Asahi Kasei (3407 JT), Panasonic (6752 JT), TDK (6762 JT), Contemporary Amperex Technology (300750 CH), Nissan Motor (7201 JT), VW (VOW GR), Ford (F US), Tesla (TSLA US), Mercari (4385 JT), Mizuho Bank
Main Points
• Semi / SPE-plays strong again despite weak market
• Japan government said to subsidize LiB plants
• Nissan announces pricing, specs of all-new Ariya EV
• Mercari shares reach a new all-time high
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.
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