PSA Today Nov 15: Yen Up, Macro Dampening/Some Caution from Corporates/Deflation and Abe/Shin-Etsu Shines/Ferrotec's Q2/Recruit's Results - Nikkei -1.57 %
PSA Today Nov 15: Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥22,028.32 (-¥351.69 / -1.57%); Topix ¥1,744.01 (-¥34.86 / -1.96%); ¥/$112.99
Tags: NOK (7240), Daifuku (6383), Ryosan (8140), Nintendo (7974), Universal Pictures (Comcast (CMCSA US), Ryohin Keikaku (7453), Fast Retailing (9983), Toyota (7203), Fiat Chrysler (FCA US), General Motors (GM US), Shin-Etsu Chemical (4063), Sumco (3436), Siltronic (WAF GY), SK Siltron, TSMC (2330 TT), Ferrotec (6890), Recruit Holdings (6098)
• Yen up, market down, macro data dampening
• Daifuku and Ryosan’s cautionary remarks
• Japan’s deflationary mindset, Abe’s planned big nudge
• NAFTA: Toyota’s production plans for Mexico could be a risky bet
• Shin-Etsu continues to enjoy strong business conditions
• A clear-headed look at Ferrotec’s Q2
• Recruit Holdings’ results fail to impress the market
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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