- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today Oct 22: Mothers slumps / Chugai 3Q / NEC, Ricoh, local 5G / Hino's EV CVs with BYD / Asahi Kasei plant fire / Looking at NOK, Fanuc / TIS Q2 preview - Nikkei -1.09%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay WhippNikkei ¥23,474.27 (-¥165.19 / -0.70%); Topix ¥1,619.79 (-¥17.81 / -1.09%); ¥/$104.49
Tags: ANA Holdings 3407(9202 JT), Daiichi Sankyo (4568 JT), Tesla (TSLA US), Nidec (6594 JT), Japan Steel Works (5631 JT), Asahi Kasei (3407 JT), Mercari Inc (4385 JT), Freee KK (4478 JT), BASE Inc (4477 JT), Rakus (3923 JT), Samantha Thavasa Japan (7829 JT), Konaka (7494 JT), Sony (6758 JT), Nexon (3659 JT), FamilyMart (8028 JT), Towa Bank (8558 JT), SBI Holdings (8473 JT), Shift (3697 JT), Chugai Pharmaceutical (4519 JT), Roche (ROG SW), Fujitsu (6702 JT), NEC (6701 JT), Ricoh (7752 JT), TIS (3626 JT), Hino Motors (7205 JT), BYD (1211 HK), Traton AG, VW (VOW GR), Toyota Motors (7203 JT), Volvo Trucks, AB Volvo (VOLVB SS), Daimler (DAI GR), Hyundai Motor (005830 KS), Tesla (TSLA US), Nikola (NKLA US), Proterra, Rivian, Workhorse (WKHS US), Isuzu Motors (7202 JP), Honda (7267 JT), NOK (7240 JT), Fanuc (6954 JT), Daifuku (6383 JT), TIS Inc (3626 JT), JCB Co., Mitsubishi UFJ Financial Group (8306 JT)
Main Points
• Mothers slumps as US stimulus concerns hit market, sentiment
• Chugai Pharm 3Q FY20 OP +32% YoY
• NEC, Roche in local 5G move
• Hino to build electric CVs with BYD
• Fire shuts Asahi Kasei’s LSI plant
• NOK: Breakeven in H2 FY20?
• Looking at Fanuc
• TIS Inc Q2 preview: are clients restarting projects?
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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