PSA Today 9 June: Mixed, flat / File away TEL's new plan / Fujifilm and electronic materials / Demae-can has a strong day – Nikkei 225 +0.04%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao NguyenTags: Intel (INTC US), TSMC (2330 TT), Shinko Electric (6967 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), Bandai Namco (7832 JT), Nintendo (7974 JT), Google (GOOG US), Capcom (9697 JT), Miraial (4238 JT), Renesas (6723 JT), Reality Analytics, Applied Materials (AMAT US), Lam Research (LRCX US), Fujifilm Holdings (4901 JT), Nissha (7915 JT), Novavax (NVAX US), Demae-can (2484 JT), Gurunavi (2440 JT), Z Holdings (4689 JT), Rakuten (4755 JT)
Main Points
• Mixed market but commodity plays, weak yen names continue higher
• Tokyo Electron Mid-Term Plan targets moderate growth, improved margins
• Fujifilm ups investment in electronic materials
• Demae-can rises the most in six months
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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