Report
Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Thao Nguyen

PSA Today Jan 18: Market up this week / TSMC's weak guidance / Subaru's turnaround / Nissan, Renault tensions: overstated? / Nexon on the block / Robots getting sacked – Nikkei +1.29%

Japan Market Comment by Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay Whipp
Nikkei ¥20,666.07(+¥263.80 / +1.29%); Topix ¥1,557.59 (+¥14.39 / +0.93%); ¥/$109.36
Tags: Nidec (6594 JT); Minebea Mitsumi (6479 JT), Mabuchi Motors (6592 JT), Harmonic Drive Systems (6324 JT), Screen (7735 JT), Disco (6146 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Yaskawa (6506 JT), Fanuc (6954 JT), Apple (AAPL US), Taiwan Semiconductor Mfg. Co. (2330 TT), Siltronic (WAF GY), Sumco (3436 JT), Shin-Etsu Chemical (4063 JT), Huawei (pvt.), JSR (4185 JT), Tokyo Ohka Kogyo (4186 JT) , Subaru (7270 JT), Nissan (7201 JT), MMC (7211 JT), Renault (RNO FP), Nexon (3659 JT), Tencent (700 HK), Activision Blizzard (ATVI US), Electronic Arts (EA US), HIS Co (9603 JT), Amazon (AMZN US)
Maini Points at a Glance
• Nikkei closes the week up
• TSMC’s weak Q1 guidance
• Subaru working on turnaround
• Nissan Renault tensions may be overstated
• Nexon surged as big names enter the bidding war
• Japan’s first robot hotel sacks half its staff
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Julie Boote

Lindsay Whipp

Thao Nguyen

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