PSA Today 27 June: Firm session after good Wall Street moves / Japan and global warming / Considering Shin-Etsu Chemical – Nikkei 225 +1.43%
Japan Market Comment by Pelham Smithers, Joel Scheiman, and Thao NguyenTags: Shin-Etsu Chemical (4063 JT), Mitsubishi Heavy Industries (7011 JT), Hitachi (6501 JT), Tokyo Electric Power (9501 JT), Otsuka Holdings (4578 JT), NYK (9101 JT), Mitsui OSK (9104 JT), CyberAgent (4751 JT), eRex (9517 JT), Renova (9519 JT), Toshiba (6502 JT), Fuji Electric (6504 JT), Daikin (6367 JT), Panasonic (6752 JT), Nidec (6594 JT), Sumco (3436 JT)
Main Points
• Tokyo market heats up following strong session on Wall Street
• Global warming comes to Japan
• Shin-Etsu rerates after a two-week dip
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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