PSA Today Aug 17: KDDi Buys Soracom/Add Copper to SMM's EV Exposure/Yahoo Japan, HTML5/Ferrotec, one of the cheapest semiconductor-plays/Daifuku, Yaskawa/SMC/Denso, Aisin Seiki - Nikkei -0.14%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥19,702.63 (-¥26.65 / -0.14%); Topix ¥1,614.82 (-¥1.18 / -0.07%); ¥/$109.81
Tags: KDDi (9433), Soracom, Amazon (AMZN US), Sumitomo Metal Mining (5713), Tesla (TSLA US), Square Enix (9684), CyberAgent (4755), Yahoo Japan (4689), Nexon (3659), GREE (3632), Apple (AAPL US), Google (GOOG US)Ferrotec (6890), Daifuku (6383), Yaskawa (6506), SMC (6273), Denso (6902), Aisin Seiki (7259)
- KDDi acquires IOT / M2M enabler Soracom
- Add copper to Sumitomo Metal Mining's EV exposure
- HTML5 – game on for Yahoo Japan
- Despite hitting 6yr highs, we see further upside to Ferrotec’s earnings…
- …and even assuming full rights issue dilutions, the shares remain one of the cheapest semiconductor plays in the market
- The rise of Daifuku and Yaskawa begins to wane
- Looking for positive sentiment at SMC as a China beneficiary
- Spread between Denso and Aisin Seiki is now just 2%
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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