- Joel Scheiman
- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today 19 Dec: Still NIRP / Nippon Steel and US Steel: more such deals to come? / Sony and Zee / Komatsu in C/S Americas / Sansan / Kyoritsu Maintenance - Nikkei 225 +1.41%
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Lindsay Whipp and Hiroyuki TeradaTags: Ajinomoto (2802 JT), Lasertec (6920 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Canon (7751 JT), ASML (ASML NA), Nippon Steel (5401 JT), US Steel (X US), Cleveland-Cliffs (CLF US), Sanyo Special Steel (5481 JT), JSR (4185 JT), Fujimi Inc. (5384 JT), Konami (9766 JT), G J Steel (GJS TB), Honda (7267 JT), General Motors (GM US), Shin-Etsu Chemical (4063 JT), Dow Chemical (DOW US), Bridgestone (5108 JT), Sony (6758 JT), Zee Entertainment (Z IN), Disney (DIS US), Reliance (RELIANCE IN), Komatsu (6301 JT), Mitsui & Co (8031 JT), Sansan (4433 JT), Money Forward (3993 JT), Kyoritsu Maintenance (KM) (9616 JT)
Main Points
• Japan shares gain as Bank of Japan maintains negative interest rates
• Is the US Steel bid a one off or does it hail a new era of Japanese corporate acquisitiveness?
• Sony seen as unlikely to extend Zee merger deadline
• Komatsu excelling in Central / South America
• How Sansan’s products are reducing costs and raising efficiency at a logistics firm
• Kyoritsu Maintenance Update
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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