PSA Today Jan 10: Storm clouds / Momma's comments/ Yaskawa: hold your fire/ Bellsystem24's miss – Nikkei -1.29%
Japan Market Comment by Pelham Smithers, William Nestuk and Lindsay WhippNikkei ¥20,163.80 (-¥263.26 / -1.29%); Topix ¥1,522.01 (-¥13.10 / -0.85%); ¥/$107.95
Tags: Shiseido (4911 JT), Unicharm (8113), Kao (4452 JT), Apple (AAPL US), Skyworks (SWKS US), Murata (6981 JT), TDK (6762 JT), Alps Alpine (6770 JT), Yaskawa (6506 JT), Fanuc (6954 JT), Bellsystem24 Holdings (6183 JT), Toppan Printing (7911 JT), Itochu Corp (8001 JT)
Main Points
• Tokyo slides as storm clouds gather again
• Why Momma’s comments now matter
• Yaskawa cut OP guidance by another 10%
• Bellsystem24 misses 3Q analyst estimates sending shares tumbling
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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