PSA Today Mar 7: US growth concerns / Renesas / Nintendo, VR, Switch, Labo / Hoya v AGC in EUV blanks / Ichikoh analyst meeting / Soar away GungHo – Nikkei -0.65 %
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥21,456.01(-¥140.80 / -0.65%); Topix ¥1,601.66 (-¥13.59 / -0.84%); ¥/$111.70
Tags: Mizuho Financial Group (8411 JT), Asahi Kasei (3407 JT), Renesas (6723 JT), Texas Instruments (TXN US), Rohm (6963 JT), Nidec (6594 JT), Nintendo (7974 JT), Samsung (005930 KS), Hoya (7741 JT), ASML (ASML NA), AGC (5201 JT), Intel (INTC US), Shin-Etsu Chemical (4063 JT), Lasertec Corp (6920 JT), Ichikoh (7244 JT), Subaru (7270 JT), Nissan (7201 JT), Valeo (FR FP), GungHo Online Entertainment (3765 JT)
Main Points
• Japan slides amid growing US growth concerns
• Any readthrough from Renesas news?
• Nintendo brings VR to Switch with Labo
• Hoya vs. AGC in EUV blanks
• Ichikoh results meeting neutral
• GungHo gained 70% YTD
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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