PSA Today Mar 13: Lower, econ weaker / Shin-Etsu and share repurchases / Poor China smartphone figs; Murata etc. / Sony's budget TV content / Oh Ohara - Nikkei -0.99%
Japan Market Comment by Pelham Smithers and Joel ScheimanNikkei ¥21,290.24 (-¥213.45 / -0.99%); Topix ¥1,592.07 (-¥13.41 / -0.84%); ¥/$111.32
Tags: Oriental Land (4661 JT), Omron (6645 JT), Mitsubishi Chemical (4188 JT), Disco (6146 JT), Shin-Etsu Chemical (4063 JT), Apple (AAPL US), Murata (6981 JT), Taiyo Yuden (6976 JT), TDK (6762 JT), Sony (6758 JT), Amazon (AMZN US), Walt Disney Co (DIS US), Ohara Inc. (5218 JT)
Main Points
• Weak machinery orders send Tokyo lower
• Shine-Etsu buyback update
• China smartphone shipments continue to be poor
• Sony in low-cost TV show move
• Ohara’s guidance shocks markets a second time
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.