PSA Today Oct 16: Rebound/ EUV comment/Issues with video games in China/ Isuzu and Saudi Arabia/Asia PVC markets/ZOZO feet! – Nikkei +1.25%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenNikkei ¥22,549.24 (+¥277.94 / +1.25%); Topix ¥1,687.91 (+¥12.47 / +0.74%); ¥/$112.10
Tags: SoftBank (9984 JP), JAL (9201 JP), Shiseido (4911 JP), ASML (ASML NA), Intel (INTC US) Globalfoundries (pvt), TSMC (2330 TT), AMD (AMD US), Nvidia (NVDA US), Samsung (005930 KS), Qualcomm (QCOM US), Hoya (7741 JP), JSR (4185 JP), TOK (4186 JP), Shin-Etsu Chemical (4063 JP), Nikon (7731 JP), Tokyo Electron (8035 JP), Tencent (700 HK), Nexon (3659 JP), NCSoft (036570 KS), Isuzu (7202 JP), ZOZO (3092 JP)
Main Points at a Glance
• Japanese market rebounds, yen back at ¥112/$
• Is EUV struggling to deliver?
• Concerns Chinese new video game moratorium will last into 2019; only part of the problem
• Isuzu hit by Saudi Arabia turmoil
• Asia PVC markets weaken, as expected
• Another step in the right direction for Zozo
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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