PSA Today 19 Oct: Cycling into semi names / Sony sells a mobile gaming unit / Toyota plans a US battery fab / Subaru: production cut / Cybozu's Hiroshima City contract – Nikkei 225 +0.65%
Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, and Lindsay WhippTags: Tokyo Electron (8035 JT), TSMC (2330 TT), Shinko Electric (6967 JT), Lasertec (6920 JT), Hoya (7741 JT), ASML (ASML NA), Taiyo Yuden (6976 JT), Murata (6981 JT), Renova (9519 JT), eRex (9517 JT), Rakuten (4755 JT), Sony (6758 JT), Toyota Motor (7203 JT), Toyota Tsusho (8015 JT), Subaru (7270 JT), Cybozu (4776 JT), NTT Data (9613 JT)
Main Points
• Tokyo sees moderate gains as market cycles into semiconductor names
• Sony sells one of its mobile gaming units for US$1bil
• Toyota plans to build battery factory in the US
• Subaru announces production cut
• Cybozu wins contract with Hiroshima City government
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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