PSA Today Jan 23: Poor sentiment / GDP considered / Nintendo Q3 Preview / Rohm Q3 preview / More JDI partner talk/ Subaru production halt / Daikin – Nikkei -0.14%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukNikkei ¥20,593.72 (-¥29.19 / -0.14%); Topix ¥1,547.03 (-¥9.40 / -0.60%); ¥/$109.63
Tags: Shiseido (4911 JT), Unicharm (8113 JT), Kao Corp (4452 JT), Harmonic Drive (6324 JT), Nidec (6594 JT), Tokyo Steel (5423 JT), Nintendo (7974 JT, Apple (AAPL US), Rohm (6963 JT), Japan Display (6740 JT), Silk Road Fund, TPK Holding Co (3673 TT), Minth Group (425 HK), O-film Tech Co (002456 CH), Innovation Network Corporation of Japan, Subaru (7270 JT), Hitachi (6501 JT), Daikin (6367 JT)
Main Points at a Glance
• Negative sentiment as exports fall and trade talks get tense again
• Looking ahead to Japan’s 4Q GDP
• Previewing Nintendo’s 3Q
• Rohm Q3 preview
• Japan Display soars again on partner talks
• Subaru announces production stop due to faulty part
• Daikin to hold Chemicals meeting
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.