PSA Today 29 Feb: Damp squib end to record-setting month / Poor Jan IP figure / Chip tool capex / Delay merging Hino and Mitsubishi Fuso / Fujikura's telecoms – Nikkei 225 -0.11% | ¥$149.75
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukTags: Seven & I (3382 JT), Aozora Bank (8304 JT), NEC Corp (6701 JT), JAE (6807 JT),Tokyo Electric Power (9501 JT), Shikoku Kasei Holdings Corp (4099 JT), Toyota Motor (7203 JT), Murata (6981 JT), Olympus (7733 JT), Toyota Industries (6201 JT), ASML (ASML US), Disney (DIS US), Reliance (REL IN), Sony (6758 JT), Zee (Z IN), Daimer Truck (DTG GR), Hino Motors (7205 JT), Fujikura (5803 JT), NOK (7240 JT), Apple (AAPL US)
Main Points
• Japan shares end record-setting month mixed as dollar falls below ¥150/$ on BoJ Comments
• Industrial production slumps in January
• Chip tool capex to double by 2032?
• Hino and Mitsubishi Fuso merger to be delayed
• Disney merges India operations with Reliance
• Fujikura to hold call on 22 Mar on its Telecoms business
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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