Report

PSA Today Aug 16: Becalmed by Obon/JDI Rises but Skepticism Remains/Ahead of Alibaba's numbers what of SoftBank?/Daifuku, Denso, Ferrotec comments - Nikkei -0.12%

Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk

Nikkei ¥19,729.28 (-¥24.03 / -0.12%); Topix ¥1,616.00 (-¥0.21 / -0.01%); ¥/$110.40

Tags: Japan Display (6740), Alibaba (BABA US), JD.COM (JD US), SoftBank (9983), Daifuku (6383), Yaskawa (6506), Denso (6902), Aisin Seiki (7259), Ferrotec (6890)

  • Obon takes its toll on trading 
  • Skepticism on Japan Display is unlikely to disappear 
  • Alibaba set to report strong numbers on Thursday 
  • Commentary on Daifuku, Denso and Ferrotec 
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Pelham Smithers

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