PSA Today Apr 25: ¥$109 / Nidec valuations looking rich / Chugai Pharm promising / Time to worry about Suzuki? / JSR disappoints / Hitachi Chem FY18 Conservative? / IHI / Daikin takes flak from Fujitsu General's poor showing – Nikkei -0.2
Japan Market Comment by Julie Boote, Joel Scheiman and William NestukNikkei ¥22,215.32 (-¥62.80 / -0.28%); Topix ¥1,767.73 (-¥2.02 / -1.11%); ¥/$109.07
Tags: Toyota (7203 JP), Honda (7267 JP), Koa Corp (6999 JP), Casio Computer (6952 JP), Fujitsu General (6755 JP), Apple (AAPL US), TDK (6762 JP), Murata (6981 JP), Nissha (7915 JP), Shin-Etsu Chem (4063), Komatsu (6301), HCM (6305 JP), Caterpillar (CAT US), SMC (6273 JP), Nidec (6594 JP), Whirlpool (WHR US), Chugai Pharm (4519 JP), Roche (ROG SW), Takeda (4502 JP), Shire (SHP LN), Maruti Suzuki (MSIL IN), Suzuki (7269 JP), JSR (4185 JP), Hitachi Chemical (4217 JP), IHI (7013 JP), Daikin (6367 JP)
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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