PSA Today 2 Dec: Sentiment improves, nerves still / Robotics to be part of semiconductor boom, or separate? / Fanuc's robotics' great leap forward / Honda in China / Timee preview – Nikkei 225 unch | ¥$155.79
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenTags: Fanuc (6954 JT), Nvidia (NVDA US), Sumitomo Electric (5802 JT), Taiyo Yuden (6976 JT), NEC Corp (6701 JT), Fujikura (5803 JT), Murata (6981 JT), Fujitsu (6702 JT), Kioxia (285A JT), SanDisk (SNDK US), Hoya (7741 JT), Dexerials (4980 JT), Asahi Kasei (3407 JT), Teijin (3401 JT), Nippon Electric Glass (5214 JT), Nitto Boseki (3110 JT), Alphabet (GOOGL US), Yaskawa (6506 JT), Nabtesco (6268 JT), Harmonic Drive Systems (6324 JT), DMG Mori (6141 JT), Siemens (SIE GY), Voith Group (pvt), Honda Motor (7267 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Momenta (pvt), GAC (2238 HK), Timee (215A JT), Mercari (4385 JT)
Main Points
Tokyo shares close flat as sentiment improves but nervousness remains
Is robotics to be part of the current semiconductor boom, or a separate one?
Fanuc robotics to leap ahead
No improvement in Honda’s China business
Timee’s FY25 preview
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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