PSA Today: Nikkei +197pts ( Headlamp and parts makers, HDDs, SSDs, telecoms ) - Mon, Aug 27th, 2018
PSA Today Aug 27: Japan Market Comment by Pelham SmithersNikkei 22,799.64 +197.87 (+0.88%) JPY 111.17
Tags: Fujitsu General (6755 JP), Daikin (6367 JP), Koito (7276 JP), Stanley (6923 JP), Ichikoh (7244 JP), Denso (6902 JP), Aisin Seiki (7259 JP), Apple (AAPL US), Murata (6981 JP), TDK (6762 JP), Taiyo Yuden (6976 JP), Showa Denko (4004 JP), Amazon (AMZN US), Western Digital (WDC US), Toshiba (6502 JP), Hoya (7741 JP), Seagate (STX US)
• Bullish day in Japanese equities
• Headlamp makers and auto parts
• HDD supply chain optimistic despite SSDs
• Could / should mobile phone bills be cut 40%
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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