PSA Today 6 Oct: Moving forward again / Sea-change for SOX? / Sumi Pharma impairment / Shin-Etsu's strong paper product / Yaskawa's Q2 tomorrow – Nikkei 225 +0.70%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao NguyenTags: Lasertec (6920 JT), Tokyo Electron (8035 JT), Renesas (6723 JT), Mizuho Financial Group (8411 JT), Rakuten (4755 JT), Monex (8698 JT), Sumitomo Mitsui Financial Group (8316 JT), SBI Holdings (8473 JT), Mitsubishi UFJ Financial Group (8306 JT), Nomura Holdings (8604 JT), Eisai (4523 JT), Sony (6758 JT), Screen Holdings (7735 JT), Ulvac (6728 JT), Disco (6146 JT), Sumitomo Pharma (4506 JT), Sumitomo Chemical (4005 JT), Shin-Etsu Chemical (4063 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT)
Main Points
• Forward progress again today
• If SOX is a “Buy”, what does this mean for Japanese IC / SPE names?
• Sumitomo Pharma’s ¥54.5bil impairment loss
• Shin-Etsu Chemical’s new cardboard coating
• Yaskawa recovers ahead of H1 release tomorrow
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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