- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Nov 15: Apple's influence / Interesting Alps / Autos in China / Kanto Denka, Stella Chemifa swoon / Kakaku deflates / PKHSA costs continue to hurt - Nikkei -0.20%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen Lindsay WhippNikkei ¥21,803.62 (-¥42.86 / -0.20%); Topix ¥1,638.97 (-¥2.29 / -0.14%); ¥/$113.53
Tags: Apple (AAPL US), Japan Display (6740 JT), Taiyo Yuden (6976 JT), Murata (6981 JT), TDK (6762), Fanuc (6954 JT), Nissha (7915 JT), Amada (6113 JT), Toshiba (6502 JT), Suruga Bank (8358 JT), Tencent (700 HK), Square Enix (9684 JT), Nintendo (7974 JT), Capcom (9697 JT), Bandai Namco (7832 JT), Recruit Holdings (6098 JT), Trend Micro (4704 JT), Mercari (4385 JT), Alps (6770 JT), Alpine Electronics (6816 JT), Toyota (7203 JT), Kanto Denka (4047 JT), Stella Chemifa (4109 JT), Ferrotec (6890 JT), Kakaku.com (2371 JT), PKSHA Technology (3993 JT)
Main Points at a Glance
• Apple plays weaker again
• An interesting visit to Alps
• Support for China’s auto market unlikely
• Kanto Denka and Stella Chemifa Fall in Tandem
• Ferrotec lowers sales guidance while improving on its strengths
• Kakaku.com has given back almost all the gains since earnings release
• PKSHA costs eat into margins
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.