PSA Today Oct 11: A lurch down / Sept PPI / Trump and Japan's casinos / Rohm / Shin-Etsu's IC Photomask blanks / Good news for auto assemblers in China – Nikkei - 3.89%
Japan Market Comment by Pelham Smithers and Joel ScheimanNikkei ¥23,596.86 (-¥915.18 / -3.89%); Topix ¥1,701.86 (-¥62.00 / -3.52%); ¥/$112.10
Tags: Shiseido (4911 JP), Fanuc (6954), SMC (6273 JP), Eisai (4523 JP), Otsuka (4578 JP), Daiichi Sankyo (4568 JP), Daiwa House (1925 JP), KDDi (9433 JP), NTT DoCoMo (9437 JP), Yaskawa (6506 JP), LV Sands (LVS US), MGM (MGM US), Caesars (CZR US), Wynn (WYNN US), (Galaxy (27 HK), Melco (200 HK), Sega Sammy (6460 JP), Universal Entertainment (6425 JP), Heiwa Corp (6412 JP), Rohm (6963 JP), Shin-Etsu Chemical (4063 JP), Hoya (7741 JP), AGC Inc. (5201 JP), BMW (BMW GR), Brilliance China Automotive Holding (1114 HK), Toyota (7203 JP), Honda (7267 JP), Nissan (7201 JP)
Main Points at a Glance
• Nikkei back in negative territory for the year
• September PPI +3.0% YoY
• Casinos, Trump and Abe
• Rohm’s September sales +0~5% YoY and MoM
• Shin-Etsu to expand IC photomask blank capacity
• Good news on the horizon for Japanese automakers
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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