PSA Today 29 Dec: Market falls on China Covid concerns and US market weakness / Considering the semiconductor downturn - Nikkei -0.94%
Japan Market Comment by Pelham SmithersTags: Fast Retailing (9983 JT), NetMarble (251270 KS), Nexon (3659 JT), Koei Tecmo (3635 JT), DeNA (2432 JT), CyberAgent (4751 JT), Nintendo (7974 JT), Tencent (700 HK), Apple (AAPL US), Murata (6981 JT), TDK (6762 JT), Alps Alpine (6770 JT), Taiyo Yuden (6976 JT), Sony (6758 JT), Nvidia (NVDA US), Advanced Micro Devices (AMD US), Samsung (005930 KS), TSMC (2330 TT), Tokyo Electron (8035 JT)
Main Points
• Japan shares slide on renewed China Covid concerns, US stock weakness
• How bad will this semiconductor downturn get?
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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