PSA Today Oct 14: Highly stylised day / TSMC: details about the Japan fab / Suzuki making progress in Europe / Shin-Etsu's accretive soda pricing – Nikkei 225 +1.46%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanTags: ABC Mart (2670 JT), Bic Camera (3048 JT), Media Do (3678 JT), Seraku (6199 JT), Apple (AAPL US), Tokyo Electron (8035 JT), Advantest (6857 JT), TSMC (2330 TT), Sony (6758 JT), Denso (6902 JT), Adtec Plasma Technology (6668 JT), Kyoden (6881 JT), Honda (7267 JT), Toyota Motor (7203 JT), Suzuki (7269 JT), Mitsubishi Motors (7211 JT), Shin-Etsu Chemical (4063 JT)
Main Points
• SPE names send Nikkei 225 higher but retailer earnings hold back Topix
• TSMC confirms Japan IC Fab as 22/28nm
• Suzuki makes progress in Europe
• Shin-Etsu a beneficiary of rising soda prices
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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