PSA Today Mar 6: Market in sell-off mode /SK Hynix ramping up CMOS / Profitable EVs on the way, says GM / More Asahi Chem M&A / Sirius Robotics of China selling into Japan – Nikkei -2.72%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao NguyenNikkei ¥20,749.75 (-¥579.37 / -2.72%); Topix ¥1,471.46 (-¥44.25 / -2.92%); ¥/$105.80
Tags: Seven & I (3382 JT), Speedway (unl.), Marathon Petroleum (MPC US), V-Cube (3681 JT), Yuki Gosei (4531 JT), Nippon Steel (5401 JT), KDDI (9433 JT), SoftBank Corp (9434 JT), NTT Docomo (9437 JT), Rakuten (4755 JT), Kakaku.com Inc (2371 JT), SK Hynix (006600 KS), Sony (6758 JT), Samsung Electronics (005930 KS), Apple (AAPL US), General Motors (GM US), Tesla (TLSA US), Volkswagen (VOW GR), FCA (FCAU US), LG Chem (051910 KS), Toyota (7203 JT), BMW (BMW GR), Jaguar Land Rover (unl.), Tata Motors (TTMT IN), Peugeot (UG FP), Asahi Kasei (3407 JT), Sage Automotive Interiors (pvt. US), Adient PLC (ADNT US), ,Veloxis Pharmaceutical, Syrius Robotics (unl. China start-up), Mitsubishi Corp (8058 JT), Alibaba (BABA US), Google (GOOGL US), Nvidia (NVDA US), JD.com Inc (JD US), Geek+ (unl. China), Fanuc (6954 JT), Yaskawa Electric (6506 JT), Nachi-Fujikoshi (6474 JT)
Main Points
• Topix at 52-week low on Wall St, dollar weakness
• SK Hynix ups CMOS presence
• Automakers aiming for profitable EV business
• Asahi Kasei acquires another auto interior business
• Syrius Robotics to enter Japan automated warehousing business from April
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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