PSA Today Jan 9: See-saw market / How 5G curtailed the semiconductor downturn, stocks to watch / The Carlos Ghosn press conference / Yaskawa's Q3 disappoints - Nikkei +2.31%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukNikkei ¥23,739.87 (+¥535.11/ +2.31%); Topix ¥1,729.05 (+¥27.65 / +1.63%); ¥/$109.45
Tags: Nissan Motor (7201 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Disco (6146 JT), Nikon (7731 JT), NEC (6701 JT), TSMC (2330 TT), Samsung Electronics (005930 KS), ASML (ASML NA), Tokyo Electron (8035 JT), Applied Materials (AMAT US), Yaskawa Electric (6305 JT)
Main Points
• See-saw market
• How 5G curtailed the semiconductor downturn
• Carlos Ghosn accuses Nissan of framing him
• Yaskawa Q3 disappoints
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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