PSA Today Nov 24: Surge after Monday's holiday / MLCCs and semiconductors, two sides of same coin / Hydrogen deal between Hyundai and Ineos: Toyota? – Nikkei +2.5%
Japan Market Comment by Pelham Smithers and Julie BooteNikkei ¥26,165.59 (+¥638.22 / +2.50%); Topix ¥1,762.40 (+¥35.01 / +2.03%); ¥/$104.44
Tags: M3 (2413 JT), Z Holdings (4689 JT), Shimano (7309), Shin-Etsu Chemical (4063 JT), Sumco (3436 JT), Hitachi (6501 JT), Hitachi Metals (5486 JT), Nikon (7731 JT), Intel (INTC US), NEC (6701 JT), Murata (6981 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Hoya (7741 JT), Shinko Electric (6967 JT), Rohm (6963 JT) Nidec (6594 JT), Hyundai Motor (005380 KS), Ineos (pvt.), Toyota Motor (7203 JT)
Main Points
• Tokyo returns refreshed
• MLCCs and semiconductors – two sides of the same coin
• Hyundai and Ineos announce hydrogen deal – what does it mean for Toyota?
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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