PSA Today Jan 30: Mothers Index -8% / Global Smartphone Shipments / JDI / Q3 Results for NGK Spark, HCM, SCSK – Nikkei -0.52%
Japan Market Comment by Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥20,556.54 (-¥108.10 / -0.52%); Topix ¥1,550.76 (-¥6.33 / -0.41%); ¥/$109.27
Tags: SanBio (4592 JT), Sumitomo Dainippon Pharma (4506 JT), Akebono Brake (7238 JT), Toyota (7203 JT), Volkswagen (VOW GR), Apple (AAPLL US), Taiyo Yuden (6976 JT), Murata (6981 JT), Alps Alpine (6770 JT), Advantest (6857 JT), Anritsu (6754 JT), Canon (7751 JT), CyberAgent (4751 JT), Japan Display (6740 JT), NGK Spark Plug (5334 JT), Hitachi Construction Machinery (6305 JT), SCSK (9719 JT), Sumitomo Corp (8053 JT)
Main Points at a Glance
• Bitter pill for Mothers Index
• Slowdown in global smartphone shipments is accelerating
• Japan Display’s rally was short-lived
• Little spark from NGK’s Q3
• HCM posts strongest quarter ever but full year revision lacklustre
• Expecting a robust Q3 from SCSK
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.