PSA Today Aug 7: New economy / Ulvac/Lasertec/ SoftBank / Strategy: Winners / Materials: a broadening business erosion / Nabtesco / Daikin - Nikkei -0.33%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukNikkei ¥20,516.56 (-¥68.75 / -0.33%); Topix ¥1,499.93 (+¥0.70 / +0.05%); ¥/$106.22
Tags: Nikon (7731 JT), Ushio (6925 JT), Komatsu (6301 JT), Sanken (6707 JT), Nissha (7915 JT), Square Enix (9684 JT), Take Two (TTWO US),Disney (DIS US), IIJ (3774 JT), Ulvac (6728 JT), Nikon (7731 JT), TSMC (2330 TT), ASML (ASML NA), Lasertec (6920 JT), SoftBank (9984 JT), Sprint (S US), Alibaba (BABA US), Nissha (7915 JT), Sumco (3436 JT), Formosa Sumco Technology Corp (3532 TT), Shin-Etsu Chemical (4063 JT), Showa Denko (4004 JT), Tokai Carbon (5301 JT), Tokyo Ohka Kogyo (4186 JT), Nabtesco (6268 JT), Daikin (6367 JT), Fujitsu General (6755 JT)
Main Points
• Mixed day as market orientates itself back to new economy names
• Ulvac forecasts mask its EUV call option status
• Lasertec: 4Q beat, but forecasts fall short of consensus
• SoftBank Group 1Q: all over the place
• Strategy: Japan’s “Winners Marketâ€
• Business erosion broadens in materials
• Nabtesco’s neutral H1
• Daikin caution holds back gains
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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