Report
Joel Scheiman ...
  • Lindsay Whipp
  • Pelham Smithers
  • William Nestuk

PSA Today Jun 10: Mixed again / Is market too leery of TDK? / The strong machine tool orders / PKSHA and Microsoft Teams - Nikkei 225 +0.34 %

Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay Whipp
Tags: Softfront Holdings (2321 JT), EM System (4820 JT), Shionogi (4507 JT), GlaxoSmithKline (GSK LN), Pfizer (PFE US), Chugai Pharm (4519 JT), Ono Pharm (4528 JT), Eisai (4523 JT), Lasertec (6920 JT), Disco (6146 JT), Tokyo Electron (8035 JT), JSR (4185 JT), Money Forward (3994 JT), Sansan (4443 JT), Cybozu (4776 JT), Medley Inc (4480 JT), MedPeer (6095 JT), Zoom (ZM US), V-Cube (3681 JT), Showa Denko (4994), Seagate (STX US), TDK (6267 JT), Murata (6981 JT), Contemporary Amperex Technology (300750 CH), Fanuc (6954 JT), Amada (6113 JT), Daifuku (6383 JT), Daikin (6367 JT), Fujitsu General (6755 JT), PKSHA (3993 JT), Microsoft (MSFT US), ANA Holdings (9202 JT), KDDI (9433 JT), LINE Corp, Mizuho Financial Group (8411 JT), Shiseido (4911 JT)
Main Points
• Mixed market as Nikkei 225 tries and fails to break through 29,000
• Is the market too pessimistic about TDK?
• Strong May machine tool orders give a boost to Fanuc and Amada
• PKSHA teams up with: Microsoft’s Teams
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Lindsay Whipp

Pelham Smithers

William Nestuk

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