PSA Today Aug 25: Flat / NEC and face recognition / An opportunity in TDK? / Rakuten raises stake in Gurunavi - Nikkei -0.03%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao NguyenTags: Toyota Motor (7203 JT), Nippon Steel (5401 JT), Nissan Motor (7201 JT), Panasonic (6752 JT), Nidec Corp (6594 JT), Rohm (6963 JT), Fanuc (6954 JT), Keyence (6861 JT), Omron (6645 JT), Shionogi (4507 JT), Ikea, Nitori Holdings (9843 JT), Murata (6981 JT), Mazda Motor (7261 JT), Daishinku Corp (6962 JT), Colowide (7616 JT), NEC (6701 JT), Apple (AAPL US), IBM (IBM US), TDK (6762 JT), Contemporary Amperex Technology (300750 CH), Rakuten (4755 JT), Gurunavi (2440 JT), Kakaku.com (2371 JT), Demae-can (2484 JT), Z Holdings (4689 JT), SoftBank Group (9984 JT)
Main Points
· Market flat as Covid impact on productivity offsets Wall Street gains
· NEC regains No.1 spot in face recognition technology
· Negative sentiment toward TDK may be overdone
· Rakuten raises stake in Gurunavi
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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