PSA Today Jun 9: Sideways / TEL's ASML research deal and EUV era / Komatsu, HCM, Nabtesco / May machine tool orders – Nikkei 225 -0.35%
Japan Market Comment by Pelham Smithers and William NestukTags: ANA (9202 JT), Central Japan Railway (9022 JT), Tokyo Electron (8035 JT), Sony (6758 JT), ASML (ASML NA), Sysmex Corp (6869 JT), Eisai (4523 JT), Lordstown Motors (RIDE US), Nidec (6594 JT), Rohm (6963 JT), Diamond Electric (6699 JT), BASE Inc (4477 JT), Shopify (SHOP US), Raccoon Holdings (3031 JT), Money Forward (3994 JT), SBI Holdings (8473 JT), Mitsubishi UFJ Financial Group (8306 JT), Lam Research (LRCX US), Komatsu (6301 JT), Hitachi Construction Machinery (6305 JT), Sany Heavy Industry (600031 CH), Nabtesco (6268 JT), Boeing (BA US), Southwest Airlines (LUV US), Fanuc (6954 JT)
Main Points
• Another sideways market as vaccination rate picks up
• Tokyo Electron’s ASML research deal set to secure NA EUV era market
• Komatsu / HCM share hit with a downgrade; Nabtesco falls back
• May machine tool orders +140% YoY should benefit Fanuc
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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