PSA Today May 30: Contagion Concerns / Autos: Malign Macros; Production Rises/ JDI Weakness Overdone?/ TEL Still Seen as a Cyclical/ PSA visits KLab - Nikkei -1.52%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William NestukNikkei ¥22,018.52 (-¥339.91/ -1.52%); Topix ¥1,736.13(-¥25.72 / -1.46%); ¥/$108.69
Tags: Honda (7267 JP), Toyota (7203 JP), Mazda (7261 JP), Suzuki (7269 JP), Denso (6902 JP), Aisin Seiki (7259 JP), NGK Spark Plug (5334 JP), DMG Mori (6141 JP), Makita (6586 JP), Fanuc (6954 JP), Ube Industries (4208 JP), Leopalace21 (8848 JP), Nintendo (7974 JP), Mitsubishi Motors (7211 JP), Nissan (7201 JP), Subaru (7270 JP), Japan Display (6740 JP), Apple (AAPL US), Samsung (005930 KS), LG Display (034220 KS), Sharp (6753 JP), Maxell (6810 JP), Tokyo Electron (8035 JP), Docomo (9437 JP), Start Today (3092 JP), KLab (3656 JP), Bandai Namco (7832 JP)
Main Points at a Glance
• Contagion concerns
• Auto sector hurt by political uncertainty; Production numbers improve
• Japan Display weakness on OLEDs appears overdone
• Tokyo Electron still seen as a cyclical
• PSA sniffs the air at KLab
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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