Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today Jan 20: Results limbo; North Asia's cold snap, higher oil prices / ASML's numbers and Nikon / Considering Toyota's strong sales; Toyota under the radar? – Nikkei -0.38%

Japan Market Comment by Pelham Smithers, Julie Boote and Thao Nguyen
Nikkei ¥28,523.26 (-¥110.20 / -0.38%); Topix ¥1,849.58 (-¥6.26 / -0.34%); ¥/$103.77
Tags: Tokyo Electric Power (9501 JT), ENEOS Holdings (5020 JT), Sumitomo Chemical (4005 JT), Mitsubishi Chemical (4010 JT), JSR (4185 JT), IDOM (7599 JT), Ferrotec (6890 JT), Sumitomo Rubber (5110 JT), Shimano (7309 JT), ANA (9202 JT), Welcia (3141 JT), Mie Kotsu Group (3232 JT), Z Holdings (4689 JT), CyberAgent (4751 JT), Makuake Inc (4479 JT), Indiegogo, ASML (ASML NA), Nikon (7731 JT),Toyota Motor (7203 JT), Mazda (7261 JT), Suzuki Motor (7269 JT), Mitsubishi Motors (7211 JT), Nissan Motor (7201 JT), GM (GM US), Hyundai Motor (005380 KS), Apple (AAPL US), Microsoft (MSFT US), Honda (7267 JT), KDDI (9433 JT), NTT (9432 JT), SoftBank Corp (9434 JT), Panasonic (6752 JT), Hino Motors (7202 JT)
Main Points
• Nikkei lower as market fixates on higher oil prices ahead of results season
• Positive readthrough for Nikon from ASML numbers
• Strong end of year sales for Toyota – Toyota not in the same league as GM, Hyundai
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
Julie Boote

Pelham Smithers

Thao Nguyen

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