PSA Today Oct 13: A fall on Apple news / Apple lowers production estimate / Fallout from the fourth (?) oil shock / Shift shares surge – Nikkei 225 -0.32%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Lindsay WhippTags: Apple (AAPL US), Murata (6981 JT), Taiyo Yuden (6976 JT), Mitsubishi Electric (6503 JT), Toyota Motor (7203 JT), Komehyo Holdings (2780 JT), Intel (INTC US), TDK (6762 JT), Tokyo Electron (8035 JT), Texas Instruments (TXN US), Broadcom (AVGO US), Nippon Paint (4612 JT), Kansai Paint (4613 JT), Mitsui Chemicals (4183 JT), Shin-Etsu Chemical (4063 JT), Shin-Etsu Polymer (7970 JT), Shift Inc (3697 JT)
Main Points
• Market falls on lower than expected iPhone production
• Apple indicates Q4 iPhone production 10mil units below original guidance
• Fallout from the fourth (?) oil shock
• Shift shares surge following earnings
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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