Pelham Smithers Associates Ltd - PSA Today Nov 13: Turbulent / Apple Suppliers Sold Down / Autos and Tariffs / Considering Asahi Kasei / Daifuku, Monotaro and Akebono Rise/ Q3 Misses for Trend Micro and GMO Internet â€“ Nikkei -2.06%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Thao Nguyen
William Nestuk

PSA Today Nov 13: Turbulent / Apple Suppliers Sold Down / Autos and Tariffs / Considering Asahi Kasei / Daifuku, Monotaro and Akebono Rise/ Q3 Misses for Trend Micro and GMO Internet â€“ Nikkei -2.06%

Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay Whipp
Nikkei Â¥21,810.52 (Â¥-459.36 / -2.06%); Topix Â¥1,638.45 (-Â¥33.50 / -2.00%); Â¥/$113.99
Tags: Apple (APPL US), Japan Display (6740 JP), TDK (6762 JP), Alps (6770 JP), Taiyo Yuden (6976 JP), Skyworks (SWKS US), Broadcom (AVGO US), Fanuc (6954 JP), Tsugami (6101 JP), Amada (6113 JP), Toshiba (6502 JP), SK-Electronics (6677 JP), CyberAgent (4751 JP), Toyota (7203 JP), Mazda (7261 JP), Mitsubishi Motors (7211 JP), Asahi Kasei Corp (3407 JP), Daifuku (6383 JP), THK (6481 JP), Yaskawa (6503 JP), Omron (6645 JP), SMC (6273 JP), Mitsubishi Electric (6503 JP), MonotaRO (3064 JP), Akebono Brake (7238 JP), Trend Micro (4704 JP), GMO Internet Group (9449 JP)
Main Points at a Glance
â€¢ Monday morning blues to a turbulent Tuesday
â€¢ Apple suppliers sold down
â€¢ Toyota under pressure on trade fears
â€¢ Asahi Kasei may be worth consideration
â€¢ Daifuku, Monotaro and Akebono rise
â€¢ Trend Microâ€™s FY18 Q3 earnings miss
â€¢ GMO Internet misses consensus estimates for Q3

13/11/2018 5 EN

Provider

Pelham Smithers Associates Ltd

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Thao Nguyen

William Nestuk

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PSA Today Nov 13: Turbulent / Apple Suppliers Sold Down / Autos and Tariffs / Considering Asahi Kasei / Daifuku, Monotaro and Akebono Rise/ Q3 Misses for Trend Micro and GMO Internet â€“ Nikkei -2.06%

PSA Japan Market Strategy: Which Japanese Stock Will be the First to Hit US$1tril Market Cap?

PSA Interactive Media & Services: GA Technologies (3491 JT) – Strong Momentum Should Continue

The PSA Research Round-Up for the Week to 11 July 2025

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