PSA Today Nov 16: Sell-off Curtailed/Canon/European Auto Mkt, Brexit Trade Negotiations/ China's YMTC's Progress on 3D NAND/ Ebara Results/Mtb Elec, Yaskawa in China/Avex H1 disappoints - Nikkei +1.47 %
PSA Today Nov 16: Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥22,351.12 (+¥322.80 / +1.47%); Topix ¥1,761.71 (+¥17.70 / +1.01%); ¥/$113.24
Tags: Nintendo (7974), SoftBank (9984), Sony (6758), SMC (6273), Fanuc (6954), Chugai (4519), Terumo (4543), Kao (4452), KDDi (9433), Canon (7751), Toyota (7203), Suzuki (7269), Honda (7267), Nissan (7201), Yangtze River Storage Technology, Samsung (005930 KS), Toshiba (6502), SK Hynix (0006600 KS), Intel (INTC US), Micron (MU US), Tokyo Ohka Kogyo (4186), Adeka (4401), Ebara (6361), Mitsubishi Electric (6503), Yaskawa (6506), KHI (7012), Avex (7860)
• Sell-off curtailed
• Considering Canon
• European auto market in good shape, but industry voicing concerns over Brexit trade negotiations
• China’s YMTC reportedly making faster progress on 3D NAND, but it may not matter
• Ebara’s stupendous Q2
• Mitsubishi Electric’s plans to produce in China validate Yaskawa’s strategy
• Avex records another disappointing performance
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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