PSA Today 7 Sep: End of long winning streak / China trade numbers / Apple and Japan's supply chain / Tails up for Fujifilm Imaging / Construction plays, heavies – Nikkei 225 -0.75% | ¥$147.49
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukTags: M3 (2413 JT), Nidec (6594 JT), Hoya (7741 JT), Mitsubishi Estate (8802 JT), MHI (7011 JT), KHI (7012 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Apple (AAPL US), TSMC (2330 TT), Sony (6758 JT), SMIC (981 HK), Fujifilm Holdings (4901 JT), Komatsu (6301 JT), HCM (6305 JT), Takeuchi Mfg (6432 JT)
Main Points
• US rate hike fears end Tokyo winning streak
• China trade numbers remain mired
• Does Japan still benefit from Apple’s shift to high end iPhone models?
• Fujifilm shows confidence in Imaging growth
• Construction machinery and the heavies rally further
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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