Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today Apr 12: International politics, flat market / Hino and VW's partnership; Isuzu? / KLab / Wafer and GE maker issues / Yaskawa's guidance – Nikkei -0.12%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Nikkei ¥21,6660.28 (-¥26.82 / -0.12%); Topix ¥1,718.52 (-¥6.78 / -0.39%); ¥/$106.93
Tags: Aeon (8267 JP), Ryohin Keikaku (7453 JP), Japan Drilling (1606 JP), Vinx (3784 JP), Square Enix (9684), Bandai Namco (7832), KLab (3656 JP), Hino (7205 JP),Volkswagen (VOW GR),Toyota (7203 JP), Isuzu (7202 JP), Daimler (DAI GR), Kadokawa (9468 JP), Altplus (3672 JP), Showa Denko [SDK] (4004 JP),Tokai Carbon (5301 JP), Sumco (3436 JP) GlobalWafers (6488 TT) Shin-Etsu Chemical (4063 JP),Yaskawa (6506 JP)
Main Points at a Glance
• Markets flat as investors await political developments on both sides of the Pacific
• Hino and VW trucks form a partnership
• Is this time “for real” at KLab?
• Questions on wafer and graphite electrode markets
• Yaskawa's disappointing single-digit FY18 sales growth guidance for Motion Control and Robotics
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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