PSA Today 22 Feb: Finally through the 1989 high! / Surprising fall in Japan PMI / Hunting for value plays in the Japanese IC & SPE space / Resonac rises again – Nikkei 225 hits at ATH of 39,098.68 (+2.19%) | ¥$150.26
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanTags: Nivida (NVDA US), Disco (6146 JT), Advantest (6857 JT), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Resonac (4004 JT), Tokyo Ohka Kogyo (4186 JT), MEC (4971 JT), Chugai Pharmaceutical (4519 JT), Eli Lilly (LLY US), Toyota Motor (7203 JT), Subaru (7270 JT), Tokyo Electron (8035 JT), SoftBank Group (9984 JT), Hoya (7741 JT), Lasertec (6920 JT), Renesas (6723 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Dell (DELL US), Samsung Electronics (005930 KS), Screen Holdings (7735 JT), Socionext (6526 JT), Torex Semiconductor (6616 JT), Tokyo Seimitsu (7729 JT), Ulvac (6728 JT), Applied Materials (AMAT US), Lam Research (LRCX US), ASM (ASM NA), Kokusai Electric (6525 JT), Nikon (7731 JT), ASML (ASML NA), Canon (7751 JT), A&D Holon (7745 JT), Mimasu Semiconductor (8155 JT), Ferrotec (6980 JT), JSR (4185 JT)
Main Points
• Nikkei 225 closes above 1989 high (at last)
• Surprising fall in Japan PMI
• “Value” opportunities in the Japanese IC / SPE space
• Positive reaction to Resonac’s plans continues
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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