PSA Today Dec 13: 24k on trade hopes / Hoya and Toshiba: bidding war for NuFlare / Sumitomo Dainippon Pharma pulls out of SB623 / Autos and the UK election /Ohara slumps - Nikkei +2.55%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanNikkei ¥24,023.10 (+¥598.29 / +2.55%); Topix ¥1,739.98 (+¥27.15 / +1.59%); ¥/$109.57
Tags: ISB Corp (9702 JT), Makita Corp (6586 JT), DMG Mori (6141 JT), Ryobi Ltd (5851 JT),Tokyo Electron (8035 JT), Fanuc (6954 JT), Apple (AAPL US), TDK (6762 JT), Sony (6758 JT), Mitsui High-Tec (6966 JT), Ohara (5218 JT), Megachips (6857 JT), NuFlare Technology (6256 JT), Hoya (7741 JT), Toshiba (6502 JT), Intel (INTC US), Jeol (6951 JT), IMS Nanofabrication (subsid of INTC), Kioxia Holdings Corporation (was Toshiba Memory), Minami Aoyama Fudosan (pvt.), Sumitomo Dainippon Pharma (4506 JT), SanBio Co (4592 JT), Toyota (7203 JT), Nissan (7201 JT), Honda (7267 JT), Suzuki (7269 JT), Mazda (7261 JT), Mitsubishi Motors (7211 JT), Ohara Inc (5218)
Main Points
• US trade deal with China key as Nikkei gains almost 600pts
• Hoya and Toshiba in bidding war for NuFlare
• UK election result seen as positive for Japan automakers
• Sumitomo Dainippon pulls out of SB623 development
• Ohara slumps on weak earnings
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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