PSA Today 19 Aug: Mixed day, with some profit-taking / Torex: where next? / Ferrotec boosted by AMAT numbers – Nikkei 225 -0.04%
Japan Market Comment by Pelham Smithers and William NestukTags: Daiichi Sankyo (4568 JT), Bandai Namco (7832 JT), Money Forward (3994 JT), Freee KK (4478 JT), Wolfspeed (WOLF US), Shinko Electric (6967 JT), Applied Materials (AMAT US), Tokyo Electron (8035 JT), Screen Holdings (7735 JT), Lasertec (6920 JT), Ferrotec (6890 JT), Lam Research (LRCX US), Hitachi (6501 JT), iStyle (3660 JT), Amazon (AMZN US), Torex Semiconductor (6616 JT), Texas Instruments (TXN US)
Main Points
• Mixed day as week’s winners come under profit-taking
• Where next for Torex Semiconductor?
• Ferrotec bounces on good AMAT Q3 results and guidance
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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