PSA Today July 22: US politics dominate, Tokyo slides / Is there an SPE buying opportunity waiting in the wings? / Nidec's liquid cooling system expansion plans – Nikkei 225 -1.16% | ¥$156.44
PSA Today Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanTags: Hitachi (6501 JT), Keyence (6861 JT), TSMC (233 TT), SK Hynix (000660 KS), JR East (9020 JT), Takashimaya (8233 JT), J Front Retailing (3086 JT), Shiseido (4911 JT), Kao (4452 JT), Teijin (3401 JT), VisasQ (4490 JT), Disco (6146 JT), Screen Holdings (7735 JT), SoftBank Group (9984 JT), Sony (6758 JT), Advantest (6857 JT), Tokyo Electron (8035 JT), Lasertec (6920 JT), ASML (ASML NA), Nvidia (NVDA US), Nidec (6594 JT), Supermicro (SMCI US)
Main Points
• Tokyo shares slide as US politics continue to dominate headlines
• Is a buying opportunity appearing in SPE names?
• Nidec to expand part production for liquid cooling systems
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.