- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today May 2: Apple's Q2 and Implications for Supply Chain / Nintendo Woes / Auto Sector Nerves / Fujifilm Xerox Deal's Travails / Daikin Preview a Bit Disappointing / Toyoda Gosei / Strong NGK Spark / GungHo's poor Q1 -Nikkei -0.16%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥22,472.78 (-¥35.25 / -0.16%); Topix ¥1,771.52 (-¥2.66 / -0.15%); ¥/$109.79
Tags: Apple (AAPL US), Alps (6770 JP), Murata (6981 JP), Nissha (7915 JP), Nitto Denko (6988 JP), Advantest (6857 JP), Disco (6146 JP), Tokyo Ohka (4186 JP), Tokyo Electron (8035 JP), Ibiden (4062 JP), W-Scope (6619 JP), Fast Retailing (9983 JP), Outsourcing (2427 JP), SBI Holdings (8473 JP), Sony (6758 JP), TDK (6762 JP), Nintendo (7974 JP), Gamevice, Honda (7267 JP), Mazda (7261 JP), Subaru (7270 JP), Toyota (7203 JP), Mitsubishi Motors (7211 JP), Nissan (7201 JP), Fujifilm Holding (4901 JP), Xerox Corp (XRX US), Daikin (6367 JP), Toyoda Gosei (7282 JP), NGK Spark Plug (5334 JP), GungHo Online Entertainment (3765 JP)
Main Points at a Glance
· Apple’s 2Q FY18 – Implications for Japanese suppliers
· Nintendo Woes
· Markets nervous about auto sector
· Fujifilm’s Deal with Xerox Hits More Obstacles
· Daikin’s FY17 a bit disappointing
· Toyoda Gosei attracts interest
· NGK Spark up over 12% in 3 days
· GungHo posted poor Q1 results
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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