PSA Today Oct 18: China data / China on the mend? / Hitachi's inverter / TOY goes small and inclusive / TSMC confidence bodes well - Nikkei +0.18%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanNikkei ¥22492.68 (+¥40.82 / +0.18%); Topix ¥1,621.99(-¥2.17/ -0.13%); ¥/$108.54
Tags: TSMC (2330 TT), Screen (7735 JT), Hitachi High-Tech (8036 JT), Lasertec Corp (6920 JT), Nintendo (7974 JT), SoftBank Group (9984 JT), WeWorks (pvt.), Murata (6981 JT), Porsche (PAH3 GY), Fisker (pvt.), Hitachi (6501 JT), Tesla (TSLA US), Toyota (7203 JT), Taiwan Semiconductor (2330 TT), Samsung Electronics (0059300 KS), Intel (INTC US), Shin-Etsu Chemical (4063 JT), JSR (4185 JT), Tokyo Ohka Kogyo (4186 JT), Hoya (7741 JT), AGC (5201 JT)
Main Points
• Tokyo mixed on mixed China data
• China economy on the mend?
• Hitachi in 800v xEV inverter move
• Toyota goes small at Tokyo Motor Show
• TSMC’s confidence is auspicious for the supply chain
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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