PSA Today Nov 14: Marking Time/MSCI Changes/GE vs Hitachi/China Trade Policies and Autos/iPhone X Look-Alikes in 2018/Showa Denko's SGL Contribution Remains an Unknown/Remaining Neutral on Rakuten - Nikkei un
Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥22,380.01 (-¥0.98 / 0.00%); Topix ¥1,778.87 (-¥4.62 / -0.26%); ¥/$113.71
Tags: Hamamatsu Photonics (6965), Ebara (6361), Yokohama Rubber (5101), Sumco (3436), Shin-Etsu Chemical (4063), Daifuku (6383), Chugoku Bank (8382), GE (GE US). Hitachi (6501), Siemens (SIE GY), Hitachi Capital (8586), MHI (7011), Tesla (TSLA US), Subaru (7270), Toyota (7203), Apple (AAPL US), Alps (6770), NOK (7240), Showa Denko (4004), Rakuten (4755), Lyft, The Grommet
- Marking time
- MSCI Changes sees buying of Sumco and selling of Chugoku Bank
- Comparing and contrasting GE and Hitachi
- Will China’s new trade policies help Japanese automakers?
- Apple’s stunningly poplar X model
- Showa Denko posts a strong Q3, but SGL remains an unknown factor in Q4
- Rakuten: our neutral stance remains
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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