Report
Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today Jan 21: Thoughts on Nidec's profit warning / Nissan international politics / Inter Action / Daikin and China / LINE unfavoured / Solxyz Slashes OP – Nikkei +0.26%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay Whipp
Nikkei ¥20,719.33(+¥53.26 / +0.26%); Topix ¥1,566.37 (+¥8.78 / +0.56%); ¥/$109.56
Tags: Yaskawa (6506 JT), Fanuc (6954 JT), Don Quijote (7532 JT), Unicharm (8113 JT), Panasonic (6752 JT), Toyota (7203 JT), Stella Chemifa (4109 JT), Mitsubishi Chemical Holdings (4188 JT), Sumitomo Chemical (4005 JT), Sumco (3436 JT), TSMC (2330 TT), Screen (7735 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Advantest (6857 JT), Square Enix (9684 JT), CyberAgent (4751 JT), Apple (AAPL US), Nidec (6594 JT), Renault (RNO FP), Nissan (7201 JT), Inter Action Corp (7725 JT), Huawei (pvt.), Sony (6758 JT), Samsung (005930 KS), Canon (7751 JT), Harmonic Drive Systems (6324 JT), Daikin (6367 JT), LINE (3938 JT), Rakuten (4755 JT), Yahoo Japan (4689 JT), SoftBank (9984 JT), Solxyz (4284 JT)
Main Points at a Glance
• Hopes of US-China trade resolution spur markets
• Nidec bounces back post profit warning despite being priced for recovery
• France denies Nissan capital structure rebalancing plans
• Daikin falling on China woes?
• LINE slumps as sell recommendations pile up
• Solxyz slashes annual OP forecast on higher than expected project costs
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

Pelham Smithers

Thao Nguyen

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch