Pelham Smithers Associates Ltd - PSA Today Jan 8: Covid numbers drive excess liquidity expectations / Hyundai and Apple / Another Fujifilm CDMO project / Automation still leads machinery – Nikkei +2.36%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Pelham Smithers
William Nestuk

PSA Today Jan 8: Covid numbers drive excess liquidity expectations / Hyundai and Apple / Another Fujifilm CDMO project / Automation still leads machinery – Nikkei +2.36%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Nikkei ¥28,139.03 (+¥648.90 / +2.36%); Topix ¥1,854.94 (+¥28.64 / +1.57%); ¥/$104.04
Tags: Bridgestone (5108 JT), Sumitomo Electric (5802 JT), Fujifilm Holdings (4901 JT), Murata Manufacturing (6981 JT), Olympus (7733 JT), Nissan Motor (7201 JT), Hoya (7741 JT), Micron (MU US), Rohm (6963 JT), Advantest (6857 JT), JSR (4185 JT), TSMC (2330 TT), Tokyo Ohka Kogyo (4186 JT), NEC (6701 JT), Diamond Electric (6699 JT), Shift Inc (3697 JT), GMO Internet (9449 JT), Monex Group (8698 JT), Vidente (121800 KS), Woori Technology Investment (041190 KS), Hyundai Motor (005380 KS), Apple (APPL US), Toyota Motor (7203 JT), Nabtesco (6268 JT), Fanuc (6954 JT), Daifuku (6383 JT), Toyota Industries (6201 JT)
Main Points
• Value to the fore as Covid numbers drive excess liquidity expectations
• Hyundai Motor in talks with Apple on EV supply deal
• Fujifilm’s US$2bil cell culture project
• Automation continues to lead machinery

08/01/2021 4 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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PSA Today Jan 8: Covid numbers drive excess liquidity expectations / Hyundai and Apple / Another Fujifilm CDMO project / Automation still leads machinery – Nikkei +2.36%

The PSA Research Round-Up for the Week to 2 May 2025

PSA Today 2 May: US China talks? / Japan US trade talks Part 2 / MSFT Xbox price raised / US auto scramble / Daikin 5-wk high / DeNA FY24 preview / DTS strong outlook / Genki Nxera – Nikkei 225 +1.04%

PSA Research & Consulting Services: BayCurrent (6532 JT) Update 2025

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