PSA Today 7 Oct: Higher on USD surge, domestic newsflow / Readacross on potential sale of Lexmark and the printer copier industry / Nikon's future / Tosoh's view on Asian PVC / Some positives from Yaskawa's extra meeting – Nikkei 225 +1.80%
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, and William NestukTags: Resona Bank (8308 JT), Nintendo (7974 JT), Konami (9766 JT), Sony (6758 JT), Bandai Namco (7832 JT), Disco (6146 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), EssilorLuxoticca (EL FP), Nikon (7731 JT), Lexmark (pvt), Canon (7751 JT), Ricoh (7752 JT), Brother (6448 JT), Seiko Epson (6724 JT), HP (HPQ US), Samsung Electronics (005930 KS), Konica Minolta (4902 JT), Ninestar Corp (002180 CH), Kyocera (6971 JT), Askul (2678 JT), Sharp (6753 JT), Toshiba Tec (6588 JT), Couche-Tard (ATD CN), Seven & I (3382 JT), ASML (AMSL NA), Meta Platforms (META US), Screen Holdings (7735 JT), Tosoh (4042 JT)
Main Points
• Tokyo shares gain on USD surge, domestic newsflow
• Lexmark potential sale revives interest in printer / copier industry consolidation
• Might Nikon be bought and broken up?
• Tosoh does not foresee a quick upturn in Asia PVC
• Yaskawa not so negative afterall
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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