PSA Today Dec 1: Cyclicals up/Macro day/Sony's new movie/ Nidec's move/ Astellas + Mitobridge/5G auction issues/Nippon Paint - Axalta /Hi-tech auto mats/ Machinery stocks up -Nikkei +0.41%
PSA Today Dec 01: Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Nikkei ¥22,819.03 (+¥94.07 / +0.41%); Topix ¥1,796.53(+¥4.45 / +0.25%); ¥/$112.55
Tags: Boeing (BA US), Caterpillar (CAT US), 3M (MMM US), Komatsu (6301), Sony (6758), Nidec (6594), DriveXpert, Astellas (4503), DoCoMo (9437), KDDi (9433) SoftBank (9984), DoCoMo (9437), Nippon Paint (4612), Axalta Coating Systems (AXTA US), Akzo Nobel (AKZA NA), PPG Industries (PPG US), Berkshire Hathaway (BRK/A US), Teijin (3401), Toray (3402), General Motors (GM US), Asahi Kasei (3407), Fanuc (6594), HCM (6305), Minebea Mitsumi (6481), SMC (6273), THK (6481), Omron (6645), Daifuku (6383), Yaskawa (6506)
• Nikkei follows Wall Street high, led by cyclicals
• Data continues to show economic improvement but no inflation
• Sony – new Jumanji movie comes into play
• Nidec– beginning to address software / IC issues
• Astellas– acquires mitochondria specialist Mitobridge
• 5G Spectrum – auction issues
• Nippon Paint’s initial bid for Axalta proves short-lived
• Materials makers up the ante for hi-tech auto-related materials
• The NY-induced surge in machinery stocks
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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