- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Nov 16: Nerves/ Nvidia Knocks Nintendo / Toyota's New Sedan / Oil, Naphtha ->Ethylene / Machine Tool China Story / Daikin Concerns/ Mercari's Anonymous Shipping - Nikkei -0.57%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥21,680.34 (-¥123.28 / -0.57%); Topix ¥1,629.30 (-¥9.67 / -0.59%); ¥/$113.34
Tags: Apple (AAPL US), Taiyo Yuden (6976 JT), Nissha (7915 JT), TDK (6762 JT), Nvidia (NVDA US), Applied Materials AMAT US), SoftBank (9984 JT), Nintendo (7974 JP), Square Enix (9684 JT), Bandai Namco (7832 JT), Advantest (6857 JT), Disco (6146 JT), Tokyo Electron (8035 JT), Sumco (3436 JT), Yaskawa (6506 JT), ZOZO (3092 JT), Tesla (TSLA US), Panasonic (6752 JT), Toyota (7203 JT), Mitsui Chemicals (4183 JT), Sumitomo Chemical (4005 JT), Showa Denko (4004 JT), Fanuc (6954 JT), Okuma (6103 JT), Brother Ind (6448 JT), JTekt (6473 JT), Daikin (6367 JT), Nidec (6594 JT), Mercari (4385 JT), UPS (UPS US), FedEx (FDX US), Yamato Holdings (9064 JT), Yahoo Japan (4689 JT), Rakuten (4755 JT), eBay (EBAY US)
Main Points at a Glance
• Tech Weak Again / Nintendo slumps on Nvidia’s weak guidance
• Toyota reveals new Corolla Sedan
• Ethylene and polyethylene come under pressure
• China anti-dumping probe gets Nikkei front page – again
• Daikin soft on China issues and semiconductor worries
• Mercari to provide anonymous shipping in the US
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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