PSA Today Mar 16: Yen strength intrudes/A PSA look at electronic component names/Shin-Etsu a quality laggard - Nikkei -0.58%
Japan Market Comment by Pelham Smithers and Joel ScheimanNikkei ¥21,676.51 (-¥127.44 / -0.58%); Topix ¥1,736.63 (-¥6.97/ -0.40%); ¥/$105.89
Tags: Fuji Soft (9749 JP), Cyber Com (3852 JP), Clarion (6796 JP), Square Enix (9684 JP), Bandai Namco (7832 JP), Capcom (9697 JP), Taiyo Yuden (6976 JP), Murata (6981 JP), TDK (6762 JP), Alps (6770 JP), NOK (7240 JP), Apple (AAPL US), Minebea Mitsumi (6479 JP), Nintendo (7974 JP), Nissha (7915 JP), Samsung (005930 KS), Idemitsu Kosan (5019 JP), Sumitomo Chemical (4005 JP), Hitachi Chemical (4217 JP), Nitto Denko (6988 JP) Shin-Etsu Chemical (4063 JP),Tokyo Electron (8035 JP), Screen Holdings (7735 JP), Adventest Corp (6857 JP), Applied Materials (AMAT US), Intel (INTC US)
Main Points at a Glance
• Market slides on strengthening yen
• Confidence in electronic component names returning: PSA picks
• Shin-Etsu Chemical as a lagging technology stock
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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