- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today Nov 19: Tech firm despite stronger yen / our Harmonic Drive visit / Breaking News on Nissan / VW's huge EV bet/ Fujimi's caution/ CA: AbemaTV - Nikkei +0.65%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥21,821.16 (+¥140.82 / +0.65%); Topix ¥1,637.61 (+¥8.31 / +0.51%); ¥/$112.82
Tags: Screen (7735 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Sumco (3436 JT), Nintendo (7974 JT), Minebea Mitsumi (6479 JT), Harmonic Drive Systems (6324 JT), Nidec (6594 JT), Japan Display (6740 JT), Tokai Carbon (5301 JT), Showa Denko (4004 JT), Toray (3402 JT), Nomura Research Institute (4307 JT), TIS Inc (3626 JT), SCSK (9719 JT), Itochu Techno-Solutions (4739 JT), Internet Initiative Japan (3774 JT), Net One Systems (7528 JT), Nihon Unisys (8056 JT), Nissan (7201 JP), Volkswagen (VOW GR), Tesla (TSLA US), SK Innovation (096770 KS), Toyota (7203 JP), Fujimi (5384 JT), TSMC (2330 TT), Samsung (005930 KS), Intel (INTC US), CyberAgent (4751 JT)
Main Points at a Glance
• Despite a stronger yen, tech enjoyed a strong rebound
• Harmonic Drive Systems – positive feedback from our visit
• Breaking news for Nissan
• Volkswagen announces major investment into electric vehicles
• Fujimi’s guidance looks conservative
• CyberAgent to broadcast another special reality program
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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