PSA Today Jan 18: How strong or weak is the latest iPhone cycle?/Ricoh previewed in Nikkei/Detroit 3 handing Japan's assemblers an opportunity? / Fanuc's perfect timing, Mtb Elec's low valuation -Nikkei -0.44
PSA Today Jan 18: Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥23,763.37(-¥104.97 / -0.44%); Topix ¥1,876.86 (-¥13.86/ -0.74%); ¥/$111.13
Tags: Nidec (6594 JP), Tokyo Electron (8035 JP), Nintendo (7974 JP), Kitanotatsujin (2930 JP), HonHai (2317 TT), Ricoh (7752 JP), Murata (6981 JP), Canon (7751 JP), GM (GM US), Ford (F US), FCA (FCAU US), Toyota (7203 JP), Honda (7267 JP), Nissan (7201 JP), Fanuc (6954 JP), Daifuku (6383 JP), Yaskawa (6506 JP), Mitsubishi Electric (6503 JP)
Main Points at a Glance
• Nikkei slumps after hitting 24,000, as data points disappoint
• How strong (or weak) is the latest iPhone cycle?
• Nikkei previews Ricoh
• Detroit 3 Turning Their Backs on Passenger Cars – Japan Assemblers Could Benefit
• Fanuc’s perfect timing; and low valuations at Mitsubishi Electric
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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