PSA Today Mar 8: Slide / China macro / Battered Sumco / NRI's 5-year 5G Japan roadmap - Nikkei -1.82%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippNikkei ¥21,025.56 (-¥430.45 / -2.01%); Topix ¥1,572.44 (-¥29.22 / -1.82%); ¥/$111.05
Tags: Kawasaki Kisen (9107 JT), Sumco Corp (3436 JT), Shin-Etsu Chemical (4063 JT) SK Siltron (pvt.), Formosa Sumco Technology (3532 TT), Renesas Electronics Corp (6723 JT), Nomura Research Institute (4307 JT)
Main Points
• Japan slides amid growing overseas, domestic worries
• Considering China
• Examining a battered Sumco; read-across from Renesas shutdown
• NRI lays out 5G roadmap for Japan
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.