PSA Today Jan 25: Trade, Currency, "Mnuchin Shock"/+ve Implications for SBI Holdings / Question Mark over the Direction of Nidec's Earnings / Internepcon Japan Part 3: Carbon Fibre for Auto - Nikkei -1.13%
PSA Today Jan 25: Japan Market Comment by Pelham Smithers and Joel Scheiman
Nikkei ¥23,669.49 (-¥271.29 / -1.13%); Topix ¥1,884.56 (-¥16.67 / -0.88%); ¥/$108.94
Tags: Sony (6758 JP), DMG Mori (6141 JP), MHI (7011 JP), Texas Instruments (TXN US), Teradyne (TER US), Sumitomo Metal Mining (5713 JP), SK Hynix (000660 KS), Nidec (6594 JP), Adastria (2685 JP), SBI Holdings (8473 JP), Harmonic Drive Systems (6324 JP), IHI Corp (7013 JP), Ube Industries (4208 JP)
Main Points at a Glance
• Trade and currency dominated the market…
• …the “Mnuchin Shock”
• Positive Implications for SBI Holdings
• Question Mark Over the Direction of Nidec’s Earnings
• Internepcon Japan exhibit Part 3 – carbon fiber for autos
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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