PSA Today 21 Oct: Lower on SPE, Evergrande concerns / Disco smashes it / Nippon Paint's fifth acquisition in 5 years / China auto sales see sharp Sep drop / Ferrotec on LAM – Nikkei 225 -1.89%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukTags: Lam Research (LRCX US), ASML (ASML NA), Tokyo Electron (8035 JT), Lasertec (6920 JT), Evergrande (3333 HK), Koa Corp (6999 JT), Kakaku.com (2371 JT), Disco (6146 JT), Nippon Paint (4612 JT), Cromology Holding, Wuthelam Group, Kansai Paint (4613 JT), Toyota Motor (7203 JT), Honda (7267 JT), Nissan Motor (7201 JT), Mazda (7261 JT), Ferrotec (6890 JT), Applied Materials (AMAT US)
Main Points
• Japan lower on SPE, Evergrande concerns
• Disco 2Q smashes published consensus
• Nippon Paint’s fifth acquisition in five years
• China auto sales drop sharply in September
• Ferrotec shares over-react to LAM guidance disappointment
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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