PSA Today Nov 28: Up again/ Import tariff talk upsets autos / Sumitomo DaiNippon Pharma steps back from cliff / Polysilicon costs, LTAs/ Internet names revive/ NTT Data and India/ Whose face, NEC? – Nikkei +1.02%
Japan Market Comment by Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥22,177.02 (+¥224.62 / +1.02%); Topix ¥1,653.66 (+¥9.50 / +0.58%); ¥/$113.89
Tags: W-Scope (6619 JT), Yaskawa (6506 JT), Nidec (6594 JT), Taiyo Yuden (6976 JT), Murata (6981 JT), SBI Holdings (8473 JT), GMO Payment Gateway (3769 JT), Monex Group (8698 JT), JSR (4185 JT), NTT Docomo (9437 JT), Advantest (6857 JT), Ebara (6361 JT), NSK (6471 JT), GM (GM US), Mitsubishi Motors (7211 JT), Mazda (7267 JT), Subaru (7270 JT), Toyota (7203 JT), Nissan (7201 JT), Honda (7267 JT), Kyocera (6971 JT), Hemlock Semiconductor (priv., US), Sumco (3436 JT), Osaka Titanium Technologies (5726 JT), Tokuyama (4043 JT), CyberAgent (4751 JT), ZOZO (3092 JT), Mercari (4385 JT), NTT Data (9613 JT), Atom Technologies (unl.), 63 Moons (63MOONS NSE), Seibu Holdings (9024 JT), NEC (6701 JT)
Main Points at a Glance
• Cautious optimism
• Automakers under pressure on rumours over import tariffs
• Pain almost all around for polysilicon contracts
• Internet stocks revive
• NTT Data dips its little toe into the Indian electronic payments market
• AI station patrol robots head for the Olympics
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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