PSA Today Apr 10: Down on US-EU trade friction / Nidec FY18 Q4 Preview / Should SBI Holdings buy Suruga Bank? / Housing orders at 3407, 4204 / Weak Yaskawa guidance on Apr 11? / Takeuchi response muted – Nikkei -0.53%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukNikkei ¥21,687.57 (-¥115.02 / -0.53%); Topix ¥1,607.66 (-¥11.10 / -0.69%); ¥/$111.17
Tags: Sony (6758 JT), Third Point (pvt.), Japan Display (6740 JT), KDDi (9433 JT), Nidec (6594), Tokyo Steel (5423 JT), SBI Holdings (8473 JT), Shinsei Bank (8303 JT), Resona Holdings (8308 JT), Suruga Bank (8358 JT), Asahi Kasei (3407 JT), Sekisui Chemical (4204 JT), Yaskawa (6506 JT), Takeuchi (6432 JT), Komatsu (6301 JT), Hitachi Construction Machinery (6305 JT)
Main Points
• Tokyo slides on growing US / EU trade friction
• Nidec 4Q FY18 Preview
• Should SBI Holdings buy Suruga Bank? (Probably not, but…)
• Asahi Kasei’s housing orders surge +36% YoY
• Yaskawa FY19 guidance tomorrow possibly weak
• Takeuchi response muted
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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