PSA Today 7 Dec: Domestic names offset selloff in tech / China imports falling / Sansan's overseas plans – Nikkei 225 -0.72% / ¥$137.77
Japan Market Comment by Pelham Smithers, Thao Nguyen and Lindsay WhippTags: Tokyo Electron (8035 JT), Sony (6758 JT), Lasertec (6920 JT), Shin-Etsu Chemical (4063 JT), Sysmex (6869 JT), Ono Pharmaceutical (4528 JT), SRE Holdings (2980 JT), GA Technology (3491 JT), Fujikura (5803 JT), Sumitomo Electric (5802 JT), Capcom (9697 JT), Square Enix (9684 JT), CyberAgent (4751 JT), Istyle (3660 JT), Apple AAPL US), Murata (6981 JT), TDK (6762 JT), Sansan (4443 JT), Microsoft (MSFT US), Cybozu (4776 JT)
Main Points
• Mixed day in Tokyo as domestic names gain, offsetting tech sell-off
• China’s imports are down, and it Isn’t all due to declining oil prices
• Sansan eyes overseas expansion
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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