PSA Today August 23: MHI looks for arbitration re Hitachi JV/Toshiba and WDC talks back on/Cyberdyne/Japan's CPI/Automation/Machinery/A/C - Nikkei -0.26%
PSA Today for August 23rd: Japan Market Comment by Pelham Smithers and William Nestuk
Nikkei ¥19,434.64 (+¥50.80 / +0.26%); Topix ¥1,600.05 (+¥3.93 / +0.25%); ¥/$109.45
Tags: Hitachi (6501), MHI (7011), Toshiba (6502), Western Digital (WDC US), Landis+Gyr, Autobacs Seven (9832), Cyberdyne (7779), Keyence (6861), Daifuku (6383), Nabtesco (6268), SMC (6273), Yaskawa (6506), Fanuc (6954), Daikin (6367), Mitsubishi Electric (6503)
- Market higher as Wall Street gains offset yen intraday move
- MHI sends Hitachi an arbitration request
- Nikkei reports Toshiba is resuming talks with WDC
- Is Japan’s CPI calculation erroneous?
- Cyberdyne – Still awaiting turning point
- Automation continues hot
- Government policy in China favours machinery makers…
- …Fanuc not manufacturing in China is no disadvantage.
- A look at A/C companies Daikin and Melco
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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