Report
Joel Scheiman ...
  • Lindsay Whipp
  • Thao Nguyen

PSA Today Jan 29: Surprisingly, An Up Day / Wacom Q3 Preview / Defective Photoresists at TSMC / Buybacks Considered at Shin-Etsu / SanBio, Sumi Dainippon Pharm's Trial Disappoints / Trend Micro Revises Down / NRI Q3 Preview – Nikkei +0.08%

Japan Market Comment by Joel Scheiman, Thao Nguyen and Lindsay Whipp
Nikkei ¥20,664.64 (+¥15.64 / +0.08%); Topix ¥1,557.09 (+¥1.58 / +0.10%); ¥/$109.32
Tags: Caterpillar (CAT US), Nvidia (NVDA US), Huawei (pvt), Apple (AAPL US), Harmonic Drive Systems (6324 JT), Fanuc (6954 JT), Advantest (6857 JT), Sumco (3436 JT), Screen Holdings (7735 JT), Komatsu (6301 JT), HCM (6305 JT), Shin-Etsu Polymer (7970 JT), Subaru (7270 JT), CyberAgent (4751 JT), Capcom (9697 JT, Wacom (6727 JT), Samsung (005930 KS), TSMC (2330 TT), MediaTek (2454 TT), JSR (4185 JT), Shin-Etsu Chemical (4063 JT), SanBio (4592 JT), Sumitomo Dainippon Pharma (4506 JT), Trend Micro (4704 JT), Nomura Research Institute (4307 JT), Nomura Holdings (8604 JT)
Main Points at a Glance
• Surprisingly, an up day
• Wacom 3Q Preview
• TSMC yields disrupted by defective photoresists
• Shin-Etsu raises hopes of share repurchases
• SanBio, Sumitomo Dainippon’s SB623 Trials Disappoint
• Trend Micro revises down FY18 guidance
• NRI looks outside mainstay brokerages demand for Q3 growth
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Lindsay Whipp

Thao Nguyen

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