PSA Today Jan 26: Sliding / Koa gears up / PCA and peers / Disco's 3Q / Sony: crystal-LED tech for massive screens / Focus on JSR / Yaskawa sags / – Nikkei -0.96%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukNikkei ¥28,546.18 (-¥276.11 / -0.96%); Topix ¥1,848.00 (-¥14.00 / -0.75%); ¥/$103.71
Tags: Base Inc (4477 JT), M3 (2413 JT), Canon (7751 JT), JSR (4185 JT), Koei Tecmo (3635 JT), Nidec (6594 JT), Bengo4.com (6027 JT),Toei Animation (4816 JT), PCA Corp (9629 JT), Diamond Electric (6699 JT), Mitsui Mining & Smelting (5706 JT), Geomatec (6907 JT), Murata (6981 JT), Nitto Denko (6988 JT), Koa Corp (6999 JT), Nippon Chemi-Con (6997 JT), TKC (9746 JT), Cybozu (4776 JT), Freee KK (4478 JT), Money Forward (3994 JT), Disco (6146 JT), Tokyo Electron (8035 JT), Sony (6758 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), Zeon Corp (4205 JT), Intel (INTC US), ValueAct Capital
Main Points
• Tokyo shares slide amid US stimulus concerns, frothiness worries
• Koa forecasts highest Qtr OP since 4Q FY18
• PCA Corp’s FY20 Q3 results are better than they look
• Disco 3Q FY20 OP +58% YoY
• Sony tapping into high-end commercial display market with crystal-LED technology
• Interest is high on JSR’s restructuring plans
• Yaskawa sold off following yesterday’s Robotics call
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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