PSA Today July 23: Tech lifts us up / First Q1 results / Where are we in the SPE cycle? / Shin-Etsu group / Obic's strong Q1 - Nikkei +0.95%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippNikkei ¥21,620.88 (+¥204.09 / +0.95%); Topix ¥1,568.82 (+¥12.45 / +0.80%); ¥/$108.18
Tags: Cybozu (4776 JT), Nexon (3659 JT), Recruit (6098 JT), KLA (KLAC US), Tokyo Electron (8035 JT), Disco (6146 JT), SoftBank Group (9984 JT), Dish (DISH US), Tokyo Steel (5423 JT), Canon (7751 JT), Canon Electronics (7739 JT), Canon Marketing Japan (8060 JT), Koa (6999 JT), Shin-Etsu Polymer (7970 JT),Lasertec (6920 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Applied Materials [AMAT] (AMAT US), ASML (ASML NA),Toshiba (6502 JT), Intel (INTC US), TSMC (2330 TT), Jeol (6951 JT), Ulvac (6728 JT), Disco (6146 JT), Nikon (7731 JT), Hitachi High-Tech (8036 JT), Lam Research (LRCX US), Hoya (7741 JT), Daifuku (6383 JT), SK Hynix (000660 KS), Miraial (4238 JT) Shin-Etsu Chemical (4063 JT), Obic (4684 JT), Obic Business Consultants (4733 JT)
Main Points
• Tech stocks lead Topix higher
• First set of June quarter results out
• Where are we in the SPE cycle?
• Shin-Etsu Group Company Results: Polymer today, Chemical tomorrow
• Obic sets strong pace for FY19 Q1 results season
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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