PSA Today Apr 17: Decent China data helps / Qualcomm and Apple settle / Samsung, TSMC and EUV / NOK and FPC / Surging RPA Holdings – Nikkei +0.25%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay WhippNikkei ¥22,277.97 (+¥56.31 / +0.25%); Topix ¥1,630.68 (+¥4.22 / +0.26%); ¥/$112.00
Tags: Apple (AAPL US), Qualcomm (QCOM US), Murata (6981 JT), TDK (6762 JT), Huawei (pvt), Samsung (005930 KS), Disco (6146 JT), Advantest (6857 JT), Omron (6645 JT), Nidec (6594 JT), Nexon (3659 JT), NXC Corp (pvt), Intel (INTC US), Alps Alpine (6770 JT), JDI (6740 JT), Nissha (7915 JT), TDK (6762 JT), TSMC (2330 TT), Advanced Micro Devices (AMD US), HiSilicon (pvt), Nvidia (NVDA US), Yaskawa (6506 JT), Nachi-Fujikoshi (6474 JT), NOK (7240 JT), RPA Holdings (6572 JT), SAP (SAP GY), Microsoft (MSFT US), Ricoh (7752 JT)
Main Points
• Tokyo higher on decent China data
• Qualcomm, Apple settle on Qualcomm terms
• Samsung and TSMC flaunt EUV technologies
• NOK writes off portion of FPC business
• RPA Holdings continues to surge
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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