PSA Today July 31: SoftBank Bids for Charter/Toshiba .......
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Nikkei ¥19,925.18 (-¥34.66 / -0.17%); Topix ¥1,618.61 (-¥2.66 / -0.16%); ¥/$110.51
Tags: Charter Communications (CHTR US), Comcast (CMCSA US), Sprint (S US), SoftBank (9984), Liberty Global (LBTYA US), Alibaba (BABA US), Sony (6758), AT&T (T US), Time Warner (TWX US), Bright House Networks, Toshiba (6502), Western Digital (WDC US), SK Hynix (000660 KS), Shionogi (4507), Shire (SHP LN), Isuzu (7202), Daikin (6367), Mitsubishi Electric (6503), Yaskawa (6503), Fanuc (6954), Daifuku (6383)
- SoftBank to bid for Charter?
- Toshiba, Western Digital in compromise
Shionogi – Weak 1Q could provide an entry opportunity - A positive write-up on Isuzu in the Nikkei
- Zeon's full-year OP guidance suddenly looks potentially conservative
- Mitsubishi Electric’s surprisingly strong Q1 figures…
- …read-across to Yaskawa, Fanuc and Daikin
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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