PSA Today May 9: Value trade persists as Panasonic leads tech sell-off / Considering the SOX sell-off – Nikkei +0.99%
Japan Market Comment by Pelham SmithersNikkei ¥29,027.94 (+¥284.69 / +0.99%); Topix ¥1,917.68 (+¥24.10 / +1.27%); ¥/$108.47
Tags: Sumitomo Realty (8830 JT), Sekisui House (1928 JT), Asahi Kasei (3407 JT), Panasonic (6752 JT), Blue Yonder, Sony (6758 JT), Nintendo (7974 JT), BASE (4477 JT), Value Commerce (2491 JT), Broadcom (AVGO US), Intel (INTC US), Applied Materials (AMAT US), Apple (AAPL US), Huawei, AMD (AMD US), ASML (ASML NA), SK Hynix (000660 KS), Micron (MU US), TSMC (2330 TT), Samsung Electronics (005930 KS), Murata (6981 JT), Tokyo Electron (8035 JT), Shinko Electric (6967 JT)
Main Points
• Value trade continues as Panasonic leads tech sell-off
• Is SOX being sold off on valuations, outlook or “a bit of both”?
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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