- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Nov 26: Bounce / Strategy Comment – Goldilocks returns / Alliance Bounces Back / Hitachi Chemical Update / Daikin's Entrance into Refrigeration, Hoshizaki /LINE Expands Lines/ TIS and VPPs – Nikkei +0.76%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥21,812.00 (+¥165.45 / +0.76%); Topix ¥1,632.20 (+¥3.24 / +0.20%); ¥/$113.20
Tags: Fanuc (6954 JT), Yaskawa (6506 JT), Rohm (6963 JT), Minebea Mitsumi (6479 JT), Nintendo (7974 JT), Apple (AAPL US), Japan Display (6740 JT), Nissha (7915 JT), Alps (6770 JT), Alpine (6816 JT), Olympus (7733 JT), SBI Holdings (8473 JT), Nissan (7201 JT), Mitsubishi Motors (7211 JT), Renault (RNO FP), Hitachi Chemical (4217 JT), Hitachi Ltd (6501 JT), Toray (3402 JT), Daikin (6367 JT), Hoshizaki (6465 JT), LINE (3938 JT), Recruit Holdings (6098 JT), TIS Inc (3626 JT)
Main Points at a Glance
• Bounce back
• Return to goldilocks
• Nissan and MMC: Shares continue to recover following Ghosn shock
• Hitachi Chemical: Waiting now for a downward revision
• Daikin makes acquisition to enter high OPM refrigerated showcases
• LINE to launch a cloud accounting software for SMEs
• TIS Inc Jumps into Virtual Power Plants
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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