PSA Today Mar 4: Trade talk optimism / Where are we with iPhone shipments? / FY18 chemical profit problems / DoCoMo and M3's JV – Nikkei +1.02%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippNikkei ¥21,822.04 (+¥219.35 / +1.02%); Topix ¥1,627.59 (+¥11.87 / +0.73%); ¥/$111.96
Tags: Apple (AAPL US), Murata (6981 JT), TDK (6762 JT), Taiyo Yuden (6976 JT), Alps Alpine (6770 JT), Tokyo Electron (8035 JT), Disco (6146 JT), Lasertec (6920 JT), Rakuten (4755 JT), Lyft (priv.), Toyota (7203 JT), Honda (7267), Suzuki (7269 JT), Toray (3402 JT), Teijin (3401 JT), Ube Industries (4208 JT), Mitsui Chemicals (4183 JT), Mitsubishi Chemical Holdings (4188 JT), Taiyo Nippon Sanso (4091 JT), Mitsubishi Tanabe Pharma (4508 JT), Novartis (NOVN SW), NTT DoCoMo (9437 JT), M3 Inc (2413 JT) Sony (6758 JT)
Main Points
• China trade talks optimism sends Nikkei higher
• Has iPhone situation bottomed?
• Chemical profit hurdles lowered by problems in FY18
• NTT DoCoMo to acquire stake in M3, create JV
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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