PSA Today Oct 23:Abe/Nidec preview/Sony's new sensor/DoCoMo preview/LiB supply chain pressure/ JSR Q2/ Yaskawa Q2/Automation notes - Nikkei +1.11%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Nikkei ¥21,696.65 (+¥239.01 / +1.11%); Topix ¥1,745.25 (+¥14.61 / +0.84%); ¥/$113.69
Tags: Nidec (6594), Western Digital (WDC US), Toshiba (6502), Sony (6758), Samsung (005930 KS), NTT Docomo (9437), KDDi (9433), SoftBank (9984), Kanto Denka (4047), Stella Chemifa (4109), KH Neochem (4189), Daikin (6367), JSR (4185), Shin-Etsu Chemical (4063), Yaskawa (6506), Omron (6645), Fanuc (6954), Stanley Electric (6923), Koito (7276) Ichikoh (7244)
- Nikkei continues its rally as Abe wins election
- Nidec preview; pricing success
- Sony’s new automotive image sensor
- DoCoMo preview, telecoms comment
- Rising China fluorite prices could pressure the LiB supply chain
- JSR’s large upward revision is not a big surprise
- Yaskawa’s after-hours numbers
- Other automation notes
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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