PSA Today 31 Aug: A muted day / LCD monitor shipments / UBE's specialisation push / Considering Daikin, Fanuc – Nikkei 225 -0.37%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Will Nestuk and Thao NguyenTags: Eneos (5020 JT), Canon (7751 JT), Sony (6758 JT), Triller, TikTok, DLE (3686 JT), HP (HPQ US), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Shimano (7309 JT), West Japan Rail (9021 JT), Japan Airlines (9201 JT), ANA (9202 JT), Isetan Mitsukoshi (3099 JT), H2O Retailing (8242 JT), Oriental Land (4661 JT), GA Technologies (3491 JT), Kakaku.com (2371 JT), Giftee (4449 JT), Recruit (6098 JT), Nikon (7731 JT), V Technology (7717 JT), S&P Global (SPGI US), UBE Corp (4208 JT), Mitsubishi Materials (5711 JT), Daikin Industries (6367 JT), Fanuc (6954 JT)
Main Points
• A muted day
• 2022 LCD monitor shipments set to fall
• UBE to lower exposure to commodities
• Daikin edges up as coper breaks $8,000/tonne
• Fanuc almost back to Q1 release levels
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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