- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Aug 13: Nerves / Samsung's sensors / Hybrid vehicles in the US and TOY / SMC and HDS shine / Declining GungHo / mixi miss – Nikkei -1.11%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥20,455.44 (-¥229.38/ -1.11%); Topix ¥1,486.57 (-¥17.27 / -1.15%); ¥/$105.40
Tags: Harmonic Drive Systems (6324 JT), Kanto Denka (4047 JT), Nexon (3659 JT), mixi (2121 JT), Colopl (3668 JT), Japan Display Inc (6740 JT), Samsung Electronics (005930 KS), Xiaomi (1810 HK), Sony (6758 JT), Huawei (pvt.), General Motors (GM US), VW (VOW GR), Toyota (7203 JT), SMC (6273 JT), Nabtesco (6268 JT), GungHo Online Entertainment (3765 JT), Capcom (9697 JT), Nintendo (7974 JT)
Main Points
• Nikkei slides on HK, Argentina nervousness
• How competitive are Samsung’s sensors?
• GM, VW drop hybrids in the US – Toyota continues to expand
• SMC (+4.1%) and HDS (+8.0%) shine
• GungHo declines further as titles lose traction
• mixi: another earnings miss
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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