PSA Today July 9: Cross-currents / Worry about Apple / Machinery, Yaskawa / ZOZO's mat – Nikkei +0.14%
Japan Market Comment by Pelham Smithers, William Nestuk and Thao NguyenNikkei ¥21,565.15 (+¥30.80 / +0.14%); Topix ¥1,574.89 (-¥3.51 / -0.22%); ¥/$108.77
Tags: Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), JSR (4185 JT), Nexon (3659 JT), Apple (AAPL US), Samsung Electronics (005930 KS), Huawei (pvt.), Intel (INTC US), Qualcomm (QCOM US), Yaskawa (6506 JT), Harmonic Drive Systems (6324 JT), Nabtesco (6268 JT), THK (6481 JT), Omron Corp (6645 JT), Nachi-Fujikoshi Corp (6474 JT), ZOZO (3092 JT)
Main Points
• Mixed market as global worries offset weak yen
• Should we worry about Apple?
• Jitters ahead of Yaskawa’s Q1 release
• ZOZOMAT attracts interest
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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