PSA Today 6 Mar: Higher despite Wall Street / China's 2024 smartphone struggles / Shin-Etsu ups pharma cellulose production / KHI soars / Sansan's stumbling block – Nikkei 225 -0.02% | ¥$149.87
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay WhippTags: KHI (7012 JT), MHI (7011 JT), Japan Steelworks (5631 JT), Ebara (6361 JT), Tokuyama (4043 JT), Cross Cat (2307 JT), Lasertec (6920 JT), Renesas (6723 JT), Apple (AAPL US), TDK (6762 JT), Murata (6981 JT), Square Enix (9684 JT), Hon Hai Precision (2317 TT), Samsung Electronics (005930 KS), Tesla (TSLA US), Huawei (pvt), Semco (009510 JT), Samsung SDI (006400 KS), Shin-Etsu Chemical (4063 JT), Boeing (BA US), Sansan (4443 JT)
Main Points
• Topix closes higher again despite Wall Street sell-off
• China smartphone market struggling in 2024
• Shin-Etsu to double its pharma cellulose capacity
• KHI hits 6-year high
• Sansan survey on digital contracts shows stumbling blocks to growth
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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