PSA Today Jan 25: Watching Asia / Will capacitor bull market extend to electrolytes? / Nidec's Q3 results / Previewing NRI's Q3 – Nikkei +0.67%
Japan Market Comment by Pelham Smithers, Julie Boote, and Lindsay WhippNikkei ¥28,822.29 (+¥190.84 / +0.67%); Topix ¥1,862.00 (+¥5.36 / +0.29%); ¥/$103.70
Tags: Tokyo Steel (5423 JT), Toshiba (6502 JT), Samsung Electronics (005930 KS), M3 (2413 JT), Fast Retailing (9983 JT), Renesas (6723 JT), TSMC (2330 TT), Eisai (4523 JT), Takeda Pharmaceutical (4502 JT), Moderna (MRNA US), Intel (INTC US), Nikon (7731 JT), KHI (7012 JT), Fortescue (FMG AU), Iwatani Corp (8088 JT), JFE Container (5907 JT), Google (GOOG US), Tencent (700 HK), TikTok, Kuaishou, Capcom (9697 JT), Sony (6758 JT), Dell (DELL US), HP (HPQ US), Yageo (2327 TT), Nippon Chemi-Con (6997 JT), Nichicon (6996 JT), Corsair Gaming (CRSR US), Koa (6999 JT), Nidec (6594 JT), Nomura Research Institute (4307 JT), NTT Data (9613 JT)
Main Points
• Wait and see mood prevails as attention on HK, Seoul shares
• Is the bull market in capacitors set to extend to electrolytes?
• Nidec reports FY20 Q3 earnings
• NRI FY20 Q3: Preview
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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