PSA Today July 12: Small caps suffer / IP data / Japan and South Korea spat; erroneous press commentary / Weak robotics – Nikkei +0.20%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukNikkei ¥21,685.90 (+¥42.37 / +0.20%); Topix ¥1,576.31 (-¥2.32 / -0.15%); ¥/$108.33
Tags: Cybozu (4776 JT), Kitanotatsujin (2930 JT), Square Enix (9684 JT), Remixpoint (3825 JT), GMO Internet (9449 JT), Monex (8698 JT, Dip Corp (2379 JT), Descente (8114 JT), Yaskawa (6506 JT), Nabtesco (6268 JT), Harmonic Drive Systems (6324 JT), Fanuc (6268 JT)
Main Points
• Another mixed market as smaller caps sold off
• Industrial production data underscores Japan’s knife-edge economy
• Japan and South Korea continue to spar; misleading reports
• Robotics weak on Yaskawa Q1
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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