PSA Today July 18: Asia Limits Rally as we Hit ¥$113 / Week 1 Results Preview / Fujifilm / Nachi-Fujikoshi Remains Upbeat on China Construction Demand - Nikkei +0.4%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukNikkei ¥22,794.19 (+¥96.83 / +0.4%); Topix ¥1,751.21 (+¥6.16 / +0.35%); ¥/$113.00
Tags: Start Today (3092 JP), Rakuten (4755 JP), SoftBank (9984 JP), DeNA (2432 JP), Murata (6981 JP), Taiyo Yuden (6976 JP), TDK (6762 JP), Remixpoint (3825 JP), Monex (8698 JP), SBI Holdings (8473 JP), GMO Internet (9449 JP), Fanuc (6954 JP), Yaskawa (6506 JP), Nidec (6594 JP), Seagate (STX US), Canon (7751 JP), Chugai (4519 JP), CyberAgent (4751 JP), GungHo (3765 JP), mixi (2121 JP), Alps (6770 JP), Alpine (6816 JP), Apple (APPL US), Fujifilm Holdings (4901 JP), Xerox (XRX US), Japan Tissue Engineering (7774 JP), Nachi-Fujikoshi (6474 JP)
Main Points at a Glance
• Asia limits rally as Yen at ¥113/$
• Results Season – Week 1 preview
• Fujifilm, a stock for rabbit lovers
• China construction demand remains strong say Nachi-Fujikoshi
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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