PSA Today Oct 20: AIAI/SoftBank's Discount Revisited/Honda's new Accord/ Toray's Separator Ambitions/Marumae hints of SPE Cycle Dichotomy - Nikkei +0.04%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Nikkei ¥21,457.64 (+¥9.12 / +0.04%); Topix ¥1,730.64 (+¥0.60 / +0.03%); ¥/$113.16
Tags: Tokyo Steel (5423), Murata (6981), Alps (6770), SoftBank (9984), Berkshire Hathaway (BRK/A), Alibaba (BABA US), Charter Communications (CHTR US), Viacom (VIAB US), Dish Networks (DISH US), Honda (7267), Toyota (7203), Nissan (7201), Toray (3402), Asahi Kasei (3407), Ube Industries (4208), W-Scope (6619), Sumitomo Chemical (4005), Tesla (TSLA), ASML, Marumae (6264), Tokyo Electron (8035)
- Nikkei squeezes out a gain to take positive streak to 14 days
- AIAI up 0.1% MoM
- SoftBank’s discount revisited
- Battle in the mid-size sedan segment heats up with launch of new Honda Accord
- Toray to expand LiB separator capacity in Korea
- Marumae Presentation Provides Hints of an SPE cycle dichotomy
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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