PSA Today Apr 18: Waning confidence / Nikkei's tough Canon forecast / 5G update - reminder that it is only partly about phones / 5G materials / Aisin, Denso shine / CyberAgent's AbemaTV goes global - Nikkei -0.84%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥22,090.12 (-¥187.85 / -0.84%); Topix ¥1,614.97 (-¥15.71 / -0.96%); ¥/$111.88
Tags: Takeda (4502 JT), J&J (JNJ US), Roche (ROG SW), Nintendo (7974 JT), Microsoft (MSFT US), Sony (6758 JT), Canon (7751 JT), Apple (AAPL US), Nikon (7731 JT), Ricoh (7752 JT), Ericsson (ERICB SS), Volkswagen (VOW GY), NEC (6701 JT), Fujitsu (6702 JT), Murata (6981 JT), TDK (6740 JT), Kuraray (3405 JT), Kaneka (4118 JT), Du Pont-Toray (pvt), Ube Industries (4208 JT), Sumitomo Chemical (4005 JT), Aisin Seiki (7259 JT), Denso (6902 JT), Anhui Zhongding Group (000887 CH), CyberAgent (4751 JT), Toshiba (6502 JT)
Main Points
• Japan shares lead Asia lower
• Nikkei warns of Canon forecast cut
• 5G Update – reminder that 5G is only partly about phones
• Update on 5G materials
• Aisin and Denso shine
• CyberAgent’s AbemaTV goes global
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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