Report
Joel Scheiman ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today Jan 5: More nerves / Digitimes lauds PS5 launch / TSMC may build a backend plant in Tokyo / J-Tech's new shares – Nikkei -0.37%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao Nguyen
Nikkei ¥27,158.63 (-¥99.75 / -0.37%); Topix ¥1,791.22 (-¥3.37 / -0.19%); ¥/$102.91
Tags: Canon (7751 JT), Shiseido (4911 JT), Kao (4452 JT), TSMC (2330 JT), Shinko Electric (6967 JT), Lasertec (6920 JT), Murata (6981 JT), Panasonic (6752 JT), Tesla (TSLA US), LG Chem (051910 KS), CATL (300750 CH), Sony (6758 JT), Taiwan Semiconductor Mfg. Co. (2330 TT), Samsung Electronics (005930 KS), ASE Technology (3711 TT), Shin-Etsu Chemical (4063 JT), JSR (4185 JT), Tokyo Ohka Kogyo (4186 JT), Sumitomo Bakelite (4203 JT), Mitsubishi Gas Chemical (4182 JT), GA Technologies (3491 JT)
Main Points
• Japan shares slide in nervous wait-and-see trading
• PS5 launch most successful yet - Digitimes
• TSMC may build a backend plant in Tokyo
• GA Technologies to issue new shares
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

Pelham Smithers

Thao Nguyen

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