PSA Today Aug 10th - Long week-end ahead/Toshiba files accounts/China's Japanese cars/Aisin Seiki, Denso spread/Koito/IHI/DeNA Q1 - Nikkei -0.05%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote, William Nestuk and Thao Nguyen
Nikkei ¥19,729.74 (-¥8.97 / -0.05%); Topix ¥1,617.25 (-¥0.65 / -0.04%); ¥/$109.95
Tags: Shiseido (4911), Mitsui Mining & Smelting (5706), Japan Display (6740), W-Scope (6619), Yaskawa (6506), Daifuku (6383), Toshiba (6502), Western Digital (WDC US), SK Hynix (000660 KS), Honda (7267), Toyota (7203), Nissan (7201), Mazda (7261), Aisin Seiki (7259), Denso (6902), Koito (7276), IHI (7013), DeNA (2432)
- Market quiet ahead of long weekend
- Toshiba finally files its accounts
- Strong demand for Japanese cars in China
- Denso / Aisin spread narrows even further
- Koito one of the few autoparts suppliers with an OPM above the glass ceiling of 10%
- Weighing up IHI
- DeNA’s Q1
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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