PSA Today Dec 5: Higher / Signs of thaw in robot market / Murata's new MLCC / Mazda's US turnaround / Minebea Mitsumi up on Switch, backlight hope / NTT Data's latest US acquisition – Nikkei +0.71%
Japan Market Comment by Pelham Smithers, Julie Boote & William NestukNikkei ¥23,300.09 (+¥164.86 / +0.71%); Topix ¥1,711.41 (+¥8.14 / +0.48%); ¥/$108.78
Tags: Nippon Steel (5401 JT), Fanuc (6954 JT), Daifuku (6383 JT), Ocado (OCDO LN), Toyo Kanetsu (6369 JT), Nintendo (7974 JT), Murata Manufacturing (6981 JT), Apple (AAPL US), Qualcomm (QCOM US), Eisai (4523 JT), Mazda (7261 JT), Minebea Mitsumi (6479 JT), NTT Data (9613 JT), Flux7 (unl.), Amazon (AMZN US), Accenture (ACN US), Booz Allen Hamilton (BAH US), Nomura Research Institute (4307 JT), TIS Inc (3626 JT)
Main Points
• Global rally, new fiscal plan sends equities higher
• Signs of thaw in robot market
• Murata’s new MLCC
• Mazda hopes for a turnaround in the US
• Minebea Mitsumi breaks resistance on Switch fever and backlight hope
• NTT Data’s US Shopping Spree Continues
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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