PSA Today Jan 13: Another stockpickers day; Nikkei ahead of Topix, again / The NAND conundrum / Recruit's new President and CEO – Nikkei +1.04%
Japan Market Comment by Pelham Smithers and Thao NguyenNikkei \28,459.59 (+\292.25 / +1.04%); Topix \1,864.40 (+\6.46 / +0.35%); \/$103.80
Tags: Tokai Carbon (5301 JT), Showa Denko (4004 JT), TSMC (2330 TT), Apple (AAPL US), AMD (AMD US), Intel (INTC US), Tokyo Electron (8035 JT), Lasertec (6920 JT), Advantest (6857 JT), Sumco (3436 JT), Inter Action Corp (7725 JT), Sony (6758 JT), Yaskawa Electric (6506 JT), Toho (9602 JT), Seven & I (3382 JT), Toshiba (6502 JT), Kioxia, ASML (ASML NA), SK Hynix (000660 KS), Intel (INTC US), Recruit Holdings (6098 JT)
Main Points
• Stock selection again to the fore as Nikkei outperforms Topix again
• The NAND conundrum
• Recruit Holdings appoints new President and CEO
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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