Report
Joel Scheiman ...
  • Pelham Smithers
  • William Nestuk

PSA Today 30 Aug: Higher Wall St, commodity prices sees Tokyo higher / WDC looking at Kioxia / Shintech plant closes due to Hurricane Ida / Punchy broker TP hike for Ferrotec – Nikkei 225 +0.54%

Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Tags: Tokyo Electron (8035 JT), Renesas (6723 JT), Toshiba (6502 JT), Nippon Steel (5401 JT)Western Digital (WDC US), Toshiba (6502 JT),Kioxia, SK Hynix (000660 KS), Shin-Etsu Chemical (4063 JT), Ferrotec (6890 JT), Infineon Technologies (IFX GR Fuji Electric Holdings (6504 JT)
Key Data
Main Points
• Tokyo makes gains on the back of Wall Street, commodity prices
• WDC enquires about a Kioxia merger
• Shintech closes plants due to Hurricane Ida
• Ferrotec target price lift to ¥5,000
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Pelham Smithers

William Nestuk

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