PSA Today Jan 7: 20k again / Sosei / iPhone XI photo leak? / Bitcoin / US 2018 auto sales / JTE / Asia commodities / ZOZO: overcrowded – Nikkei +2.44%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenNikkei ¥20,038.97 (+¥477.01 / +2.44%); Topix ¥1,512.53 (+¥41.37 / +2.81%); ¥/$108.19
Tags: Apple (AAPL US), Murata (6981 JT), Alps Alpine (6770 JT), Takeda (4502 JT), Komatsu (6301 JT), Tokyo Electron (8035 JT), Nintendo (7974 JT), ZOZO (3092 JT), Panasonic (6752 JT), Tesla (TSLA US), NEC (6701 JT), Fujitsu (6702 JT), Anritsu (6754 JT), Airex (6944 JT), Sosei (4565 JT), AstraZeneca (AZN LN), Sony (6758 JT), Samsung (005930 KS), ST Micro (STM FP), Lumentum (LITE US), TDK (6762 JT), Monex (8698 JT), GMO Internet (9449 JT), SBI Holdings (8473 JT), Honda (7267 JT), Nissan (7201 JT), Toyota (7203 JT), Mitsubishi Motors (7211 JT), Subaru (7270 JT), Mazda (7261 JT), Japan Tissue Engineering (7774 JT), Fujifilm Holdings (4901 JT), Onward (8016 JT), Fast Retailing (9983 JT)
Main Points at a Glance
• 20,000 regained on US data and FRB comments
• Sosei gets US$15mil milestone payment from AstraZeneca.
• iPhone XI photo leaked?
• Bitcoin in a comeback?
• Rising light truck demand and fleet sales support 2018 US auto sales
• Japan Tissue Engineering rises on expanded indication
• Asian commodities negative, at best uncertain
• ZOZO surges on news ZOZOTOWN made ¥10bil during a New Year sale
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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