Report
Joel Scheiman ...
  • Pelham Smithers
  • William Nestuk

PSA Today Aug 30: Higher on calmer trade / Sony and Olympus / Strong automation stocks / Ichikoh / Hi-tech materials exports to S Korea to resume - Nikkei +1.19%

Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Nikkei ¥20,704.37 (+¥243.44 / +1.19%); Topix ¥1,511.86 (+¥21.69 / +1.46%); ¥/$106.38
Tags: Hitachi (6501 JT), IHI (7013 JT), Harmonic Drive Systems (6324 JT), TDK (6762 JT), Huawei (pvt.), Sony (6758 JT), Olympus (7733 JT), M3 Inc (2413 JT), Recruit Holdings (6098 JT), Canon (7751 JT), Toshiba (6502 JT), Stella Chemifa (4109 JT), Samsung Electronics (005930 KS), Showa Denko (4004 JT), Yaskawa (6506 JT), THK (6481 JT), Omron (6645 JT), Nabtesco (6268 JT), Ichikoh (7244 JT), Nissan (7201 JT), Toyota (7203 JT), Valeo (FR FP)
Main Points
• Market higher on calmer trade situation
• Sony exits Olympus position
• Exports of high-tech materials to South Korea to resume
• Automation up on window dressing
• Ichikoh highest level since July 11
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
Joel Scheiman

Pelham Smithers

William Nestuk

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