PSA Today 21 May: Affected by HK's sell-off / Market supply problems, again / Nintendo gets Shiver / Fujikura / Daikin / Considering UBE / Hotland's Dodger home run – Nikkei 225 -0.31% | ¥$156.23
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Hiroyuki TeradaTags: MS&AD Insurance (8725 JT), Tokio Marine Holdings (8766 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Fujikura (5803 JT), Disco (6146 JT), Advantest (6857 JT), Murata Mfg (6981 JT), Taiyo Yuden (6976 JT), Sysmex (6869 JT), M3 (2413 JT), Daikin (6367 JT), Nexon (3659 JT), Tencent Holdings (700 HK), Monex (8698 JT), Shiseido (4911 JT), Unicharm (8113 JT), Sompo Holdings (8630 JT), Denso (6902 JT), Renesas (6723 JT), NTT (9432 JT), Tokyo Metro (pvt), Embracer (EMBRACB SS), Shiver Entertainment (pvt), Nintendo (7974 JT), UBE Corp (4208 JT), Maxell (6810 JT), Asahi Kasei (3407 JT), Toray (3402 JT), SEI (5802 JT), SWCC (5805 JT), Furukawa (5801 JT), Daikin (6367 JT), Hotland (3196 JT), All Nippon Airways (9202 JT), Toyo Tire (5105 JT), Kosei (4922 JT), THK (6481 JT), Yakult Honsha (2267 JT)
Main Points
• Tokyo shares slip below 39,000 on HK sell-off
• The Tokyo market’s supply problem rears its head again
• Nintendo acquires Shiver off Embracer
• Fujikura tops ¥3,000 as we expected
• Daikin could fall more
• UBE Corp: focus on fine chemicals and gigapress
• A home run for Hotland’s Tsukiji Gindaco
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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