PSA Today Aug 28: The Abe shock / Pelham Smithers discusses Abe's legacy / Covid and the materials makers / Dexerials' restructuring steps / Sansan's Logmi: hands on - Nikkei -1.41%
apan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippNikkei ¥22,882.65 (-¥326.21 / -1.41%); Topix ¥1,604.87 (-¥11.02 / -0.68%); ¥/$105.69
Tags: Sony (6758 JT), Panasonic (6752 JT), Alps Alpine (6770 JT), Mazda (7261 JT), Toshiba (6502 JT), Fujitsu (6702 JT), NEC (6701 JT), Daiichi Sankyo (4568 JT), Kikkoman (2801 JT), Sumitomo Chemical (4005 JT), Mitsubishi Chemical Holdings (4188 JT), Shin-Etsu Chemical (4063 JT), JSR (4185 JT),Tokyo Ohka Kogyo (4186 JT), Dexerials (4980 JT), Teijin (3401 JT), Fujifilm Holdings (4901 JT), Asahi Kasei (3407 JT), Zoll Medical Corporation, Teijin Frontier, Logmi, Sansan (4443 JT), NTT DOCOMO (9437 JT), Microsoft (MSFT US), PKSHA (3993 JT)
Main Points
• Japanese shares slump as Abe set to resign on health grounds
• The real Shinzo Abe Legacy
• Covid-19’s varied impact on materials manufacturers
• Dexerials details some restructuring steps
• The surprising thing about Sansan’s transcription service
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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