PSA Today Jun 15: Fear, and then PM session panic on Covid resurgence / The SPE capex quandary analysed / PS5: more detail / Robust Recruit – Nikkei -3.47%
Japan Market Comment by Pelham Smithers and Thao NguyenNikkei ¥21,530.95 (-¥774.53 / -3.47%); Topix ¥1,530.78 (-¥39.90 / -2.54%); ¥/$107.33
Tags: SRE Holdings (2980 JT), W-Scope (6619 JT), Casa Inc (7196 JT), Sanrio (8136 JT), Park24 (4666 JT), Disco (6146 JT), Huawei (pvt), Sony (6758 JT), ASML (ASML NA), Tokyo Electron (8035 JT), Lasertec Corp (6920 JT), Advantest (6857 JT), Jeol Ltd (6951 JT), Tokyo Seimitsu (7729 JT), Nikon Corp (7731 JT), Ulvac Inc (6728 JT), Screen Holdings (7735 JT), Recruit Holdings (6098 JT)
Main Points
• Covid-19 fears revive March sell-off panic behaviour in PM session
• The SPE capex quandary
• PS5 post reveal details and clarifications
• Recruit: further improvement for Indeed job postings
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.