Pelham Smithers Associates Ltd - PSA Today Oct 19: Asatsu DKs Unimpressive Interview/Nikon Preview Disappoints/Apples iPhone 8 Production Cuts, Pricing Strategy Discussed/Shin-Etsu Impresses on IC Blanks; Expands in Cellulose/Looming Logisti

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Pelham Smithers Associates Ltd

Pelham Smithers

PSA Today Oct 19: Asatsu DK's Unimpressive Interview/Nikon Preview Disappoints/Apple's iPhone 8 Production Cuts, Pricing Strategy Discussed/Shin-Etsu Impresses on IC Blanks; Expands in Cellulose/Looming Logisti

Japan Market Comment by Pelham Smithers and Joel Scheiman
Nikkei ¥21,448.52 (+¥85.47 / +0.40%); Topix ¥1,730.04 (+¥5.40 / +0.31%); ¥/$113.00
Tags: Nikon (7731), Canon (7751), Sony (6758), Panasonic (6752), Asatsu DK (9747), WPP (WPP LN), Apple (AAPL US), Murata (6981), Shin-Etsu Chemical (4063), Hoya (7741), Asahi Glass (5201), Daiwa House (1925), Daifuku (6383), Yamato Holdings (9064), Amazon (AMZN US), Rakuten (4755), Start Today (3092), LaSalle Logiport REIT (3466 JP)

Nikkei dragged higher by overnight gains on Wall Street
Nikon earnings preview is disappointing
Asatsu DK: an unimpressive interview
Apple is reportedly cutting iPhone 8 production
…will its pricing strategy have to change?
Shin-Etsu Chemical shows off an impressive IC blanks facility…
…and announces expansion in cellulose
LaSalle Logiport REIT warns of logistics center oversupply on the horizon

19/10/2017 6 EN

Provider

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.

See profile

Analysts

Pelham Smithers

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PSA Today Oct 19: Asatsu DK's Unimpressive Interview/Nikon Preview Disappoints/Apple's iPhone 8 Production Cuts, Pricing Strategy Discussed/Shin-Etsu Impresses on IC Blanks; Expands in Cellulose/Looming Logisti

The PSA Research Round-Up for Week to 13 February 2026

PSA Autos / New Mobility: Nissan’s (7201 JT) Art of Accounting

PSA Today 13 Feb: Sell-off on AI fears / Results for Resonac, Daifuku, Nabtesco, ExaWizards, PKSHA, Intermestic, Novarese, Lilycolor, Net Protections / Updates on discussions with Koshidaka, Moriya – Nikkei 225 -1.21% | ¥$153.22

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