PSA Today Feb 12: Nikkei rise mostly SoftBank, on Sprint news / Hitachi's bind / SoftBank's small 3Q profit / Wowee: Samsung pricing / Dentsu: hot water / Daifuku eyeing record Q4 orders/ Daikin's Q3 disappoints – Nikkei +0.74%
Japan Market Comment by Pelham Smithers and William NestukNikkei ¥23,861.21 (+¥175.23 / +0.74%); Topix ¥1,718.92 (-¥0.72 / -0.04%); ¥/$109.86
Tags: SoftBank Group (9984 JT),Tokyo Electron (8035 JT), Advantest (6857 JT), Sprint (S US), T-Mobile (TMUS US), Harmonic Drive Systems (6324 JT), Taiko Pharm (4574 JT), Aiful Corp (8515 JT), Japan Steel Works (5631 JT), Sundrug (9989 JT), Hamamatsu Photonics (6965 JT), V Technology (7717 JT), Digital Garage (4819 JT), SBI Holdings (8473 JT), GMO Internet (9449 JT), Nexon (3659 JT), Hitachi (6501 JT), Honda (7267 JT), Sony (6758 JT), NTT DOCOMO (9437 JT), Hitachi Chemical (4217 JT), Hitachi Metals (5486 JT), Hitachi High-Tech (8036 JT), Hitachi Construction Machinery (6305 JT), Panasonic (6752 JT), Sharp (6753 JT), GE (GE US), SoftBank Corp (9434 JT), Uber (UBER US), Slack (WORK US), Guardant Health (GH US), Alibaba (BABA US), SVB Financial (SIVB US), Samsung Electronics (005930 KS), Huawei (priv.), Apple (AAPL US), Motorola Solutions (MSI US), HonHai (2317 TT), Murata (6981 JT), Lenovo (992 HK), LG Electronics (066570 KS), Dentsu (4324 JT), Daifuku (6383 JT), Daikin (6367 JT)
Main Points
• Topix flat, Nikkei 225 rallies on SoftBank / Sprint news
• Can Hitachi close its credibility gap?
• SoftBank’s small 3Q profit
• Dentsu in hot water
• Wow: Samsung's 2020 pricing strategy
• Daifuku looks to record Q4 orders
• Daikin: Q3 disappoints for Chemicals
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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