PSA Today Dec 4: Wait and see again / Being No. 2 in silicon wafers: overrated? / EV theme propelling component stocks, too; Denso, Koito – Nikkei -0.22%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukNikkei ¥26,751.24 (-¥58.13 / -0.22%); Topix ¥1,775.94 (-¥0.69 / +0.04%); ¥/$103.94
Tags: SMIC (981 HK), CNOOC (883 HK), Tokyo Electron (8035 JT), Lasertec (6920 JT), Toshiba (6502 JT), Kioxia, Huawei, Rakuten (4755 JT), NTT Docomo (9437 JT), Internet Initiative Japan (3774 JT), Molitec Steel (5986 JT), Furukawa Battery (6937 JT), Denso (6902 JT), Toyota Motor (7203 JT), Nissan Motor (7201 JT), Honda Motor (7267 JT), Canon (7751 JT), Ricoh (7752 JT), Sumco (3436 JT), GlobalWafers (6488 TT), Siltronic (WAF GR), Shin-Etsu Chemical (4063 JT), Koito (7276 JT)
Main Points
• Wait and see continuing ahead of US jobs data
• Being No.2 in silicon wafers may be overrated
• Denso / Koito hit 2-year highs on EV theme
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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