PSA Today Jan 24: Sony Downgrade, Yaskawa's Results, Yen Strength/Late Cyclicals - NEC/Tokyo Steel/Cosmos Pharma/Internepcon Feedback Part 2: ICs, Circuits, new LiB Entrant/China EV Sales/Yahoo Japan's new Mana
PSA Today Jan 24: Japan Market Comment by Robert Jameson, Joel Scheiman, Julie Boote and Thao Nguyen
Nikkei ¥23,940.78 (-¥183.37 / -0.76%); Topix ¥1,901.23 (-¥9.84 / -0.51%); ¥/$109.95
Tags: Sony (6758 JP) Yaskawa (6506 JP), Fanuc (6954 JP), Murata (6981 JP), Alps (6770 JP), Nitto Denko (6988 JP), Kyocera (6971 JP), NEC (6701 JP), Hitachi (6501 JP), Capcom (9697 JP) Nintendo (7974 JP), MUFJ (8306 JP), Tokyo Steel (5423 JP), Cosmos Pharmaceutical (3349 JP), Disco Corp (6146 JP), Taiyo Holdings (4626 JP), Meyer Burger Technology AG (MBTN:SIX Swiss Ex), Showa Denko (4004 JP), Kuraray (3405 JP), Kureha (4023 JP), Zeon Corp (4205 JP), Iwatani Corp (8088 JP), Suzhou GreenPower New Energy Materials Co., Ltd (private), Asahi Kasei (3407 JP), Toyota (7203 JP), Honda (7267 JP), Nissan (7201 JP), Renault (RNO FP), Dongfeng Motor (489 HK), Mazda (7261 JP), Chongqing Changan Automobile (000625 CH), Yahoo Japan (4689 JP)
Main Points at a Glance
• Sony downgrade, Yaskawa’s results and the yen
• Looking ahead to late cycle plays – NEC
• Tokyo Steel putting on a brave face
• Cosmo Pharmaceutical: Is the worst over?
• Internepcon Japan exhibit, Part 2: ICs, circuits and a surprise LiB entrant
• China new Energy Vehicle sales surge in 2017, but challenges remain
• Yahoo Japan introduces new management team
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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