Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today Oct 17: A radical foreign share ownership kite flown / Autos: South Korea embraces AD / Yaskawa etc and semiconductor recovery / Takeuchi – Nikkei -0.09%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥22,451.86 (-¥21.06 / -0.09%); Topix ¥1,624.16 (-¥7.35 / -0.45%); ¥/$108.74
Tags: Murata (6981 JT), Apple (AAPL US), Sony (6758 JT), Nintendo (7974 JT), LG Chemical (051910 KS), Samsung SDI (006400 KS), Hyundai Motor (005380 KS), Toyota (7203 JT), Tesla (TSLA US), Yaskawa Electric (6506 JT), Daifuku (6383 JT), SMC Corp (6273 JT), Takeuchi Mfg (6432 JT)
Main Points
• Mixed day as market digests foreign investor news
• South Korea embraces self-driving technologies
• Yaskawa, Daifuku sag despite semi recovery theme
• Takeuchi Mfg sinks 7% over 2 days
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Julie Boote

Pelham Smithers

William Nestuk

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