- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Apr 3: Trade talks move markets higher / Semis - is "poor" good enough? / US auto sales in March / JDI may supply the Apple Watch / Daifuku Q4 recovery, automation / istyle partners with Korea's Glowdayz – Nikkei +0.97%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥21,713.21 (+¥207.90 / +0.97%); Topix ¥1,621.77 (+¥10.08 / +0.63%); ¥/$111.39
Tags: SBI Holdings (8473 JT), GMO Internet (9449 JT), Remixpoint (3825 JT), KLab (3656 JT), Nexon (3659 JT), Tencent (700 HK), NEC (6701 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Disco (6146 JT), Samsung (005930 KS), Honda (7267 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Toyota (7203 JT), Nissan (7201 JT), Mazda (7261 JT), Japan Display (6740 JT), Apple (AAPL US), BOE Technology (000725 CH), LG Display (034220 KS), Daifuku (6383 JT), Yaskawa (6506 JT), Fanuc (6954 JT), Omron (6645 JT), SMC (6273 JT), THK (6481 JT), Harmonic Drive (6324 JT), Nabtesco (6268 JT), istyle (3660 JT), Glowdayz (pvt)
Main Points
• US China trade talks progression moves market higher
• In semiconductors, is “poor†good enough?
• US auto sales decline in March, but SAAR surges
• Japan Display may supply the Apple Watch
• Daifuku Q4 recovery shines
• istyle to partner with Korea’s Glowdayz
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.