PSA Today Aug 29: Mixed again / The case for Sony keeping its Pictures / Shin-Etsu: good despite PVC clouds / Daikin comment - Nikkei +0.15%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukNikkei ¥22,848.22 (+¥34.75 / +0.15%); Topix ¥1,739.60 (+¥7.97 / +0.46%); ¥/$111.15
Tags: Sony (6758 JP), Amazon (AMZN US), SBI Holdings (8473 JP), Fox (FOXA US), Vivendi (VIV FP), Viacom (VIAB US), Comcast (CMCSA US), Disney (DIS US), Pfizer (PFE US), Sky (SKY LN), Netflix NFLX), Shin-Etsu Chemical (4063 JP), Shintech (pvt), TSMC (2330 TPE), Globalfoundries (pvt), Advanced Micro Devices (AMD US), Shin-Etsu Polymer (7970 JP), Miraial (4238 JP), Daikin (6367 JP), Fanuc (6954 JP), SMC (6273 JP), Yaskawa (6273 JP), Daifuku (6383 JP), Fujitsu General (6755 JP), Panasonic (6752 JP), Mitsubishi Electric (6503 JP)
Main Points at a Glance
• Another mixed day in Japanese equities
• The case for keeping Sony Pictures
• Shin-Etsu – some clouds on the horizon for PVC
• Daikin’s relative outperformance
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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