PSA Today Dec 6: Market Slumps / Nikkei Bullish on TDK's FY18 / Positive News for Japan Display, Sumitomo Dainippon Pharma / Early Cycle 5G Plays / Cyberdyne Inflection Point / Money for Honda? / Growth in LINE
Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and Thao Nguyen
Nikkei ¥22,177.04 (-¥445.35 / -1.97%); Topix ¥1,765.42 (-¥25.55 / -1.43%); ¥/$112.58
Tags: TDK (6762), Murata (6981), Alps (6770), Taiyo Yuden (6976), JOLED, Japan Display (6740), Sony (6758), Sumitomo Chemical (4005), Sumitomo Dainippon Pharma (4506), Anritsu (6754), NEC (6701), Fujitsu (6702), Cyberdyne (7779), Takata (delisted), Honda (7267), LINE (3938)
- Nikkei slumps on Wall Street weakness, regional worries
- TDK – Nikkei suggests punchy FY18 numbers
- Positive news flow for Japan Display and Sumitomo Dainippon Pharma
- Anritsu– Is it the only early cycle play on 5G?
- Cyberdyne – Moving towards inflection point
- Money for Honda?
- LINE’s Ads Business's growth already reflected in share price?
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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