- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Nov 20: Apple Consequences / The Alliance - Nissan, MMC, Renault / Hoya's Acquisitions / Fanuc on China Capex / ZOZO for Golfers – Nikkei -1.09%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥21,583.12 (-¥238.04 / -1.09%); Topix ¥1,625.67 (-¥11.94 / -0.73%); ¥/$112.53
Tags: Apple (AAPL US), Murata (6981 JT), Nidec (6594 JT), Alps (6770 JT), TDK (6762 JT), Japan Display (6740 JT), Nissha (7915 JT), Screen (7735 JT), Sumco (3436 JT), Tokyo Electron (8035 JT), Nintendo (7974 JT), Sony (6758 JT), CyberAgent (4751 JT), Netflix (NFLX US), Toyota (7203 JT), Isuzu (7202 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), GMO Internet (9449 JT), SBI Holdings (8473 JT), Tencent (700 HK), NetEase (NTES US), Nexon (3659 JT), Renault (RNO FP), Hoya (7741 JT), Johnson & Johnson (JNJ US), Fanuc (6954 JT), Yaskawa (6506 JT), SMC (6273 JT), ZOZO (3092 JT), Rakuten (4755 JT)
Main Points at a Glance
• A grim day
• Nexon in China
• Nissan and MMC sold down on Ghosn scandal
• Hoya’s strategy to expand intraocular lens sales
• “China capex recovery at least 6-months, maybe 1~2 years awayâ€
• ZOZO to sponsor PGA TOUR
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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