PSA Today 21 Dec: Exporter sell-off again / Shin-Etsu and Kuraray update / GS Yuasa hikes prices / Ricoh acquires stake in Cybozu - Nikkei -0.68%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay WhippTags: M3 (2413 JT), Recruit (6098 JT), Cybozu (4776 JT), Ricoh (7752 JT), Oracle Japan (4716 JT), Nippon Shinyaku (4516 JT), Shin-Etsu Chemical (4063 JT), Kuraray (3405 JT), GS Yuasa (6674 JT), Daikin (6367 JT), Komatsu (6301 JT)
Main Points
• Exporter sell-off again sends Topix lower as yen rally continues
• Shin-Etsu and Kuraray update key businesses
• GS Yuasa finally hikes after-mkt battery prices 15%+ in Japan from 1 Feb
• Ricoh to acquire stake in Cybozu
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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