PSA Today Aug 31: Up on weaker yen/Impasse at Toshiba/DSK and AZN/Fujifilm's Vision/Nippon Shokubai's SAP force majeure/Daifuku, Yaskawa/Koito/Ferrotec - Nikkei +0.72 %
PSA Today Aug 31: Japan Market Comment by Pelham Smithers, William Nestuk and Joel Scheiman
Nikkei ¥19,646.24 (+¥139.70 / +0.72%); Topix ¥1,617.41 (+¥9.76 / +0.61%); ¥/$109.80
Tags: Toshiba (6502) Western Digital (WDC US), Hon Hai (2317 TT). SK Hynix (000660 KS), AstraZeneca (AZN LN) Daiichi Sankyo Pharmaceutical (4568), Fujifilm Holdings (4901), Wako Pure Chemical, Fuji Xerox, Arkema (ARKAY US), Nippon Shokubai (4114), Daifuku (6383), Yaskawa (6506), Koito (7276)
- Market up as yen weakens further
- Impasse at Toshiba
- Daiichi Sankyo – Nikkei reports AZN made rejected bid in 2016.
- Positive reaction to Fujifilm’s “Vision 2019” plan
- Hurricane Harvey – Nippon Shokubai declares force majeure on SAP in US
- Daifuku stalls; more in the tank for Yaskawa?
- Koito seems set to surpass H1 guidance
- Semiconductor boom tailwinds support Ferrotec
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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