PSA Today Oct 5: Sell-off on Nasdaq hack story/Bloomberg, Apple, AMZN and the Super Micro hack/Apple iPhone launch update/Auto s- can incumbents prevail?/ CyberAgent comment - Nikkei -0.8%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenNikkei ¥23,783.72 (-¥191.90 / -0.80%); Topix ¥1,792.65 (-¥8.54 / -0.47%); ¥/$113.8
Tags: Tokyo Electron (8035 JP), Hitachi Hi-Technologies (8036 JP), Sumco (3436 JP), Mitsubishi Gas Chemical (4182 JP), Tosoh (4042 JP), GMO Internet (9449 JP), GMO Payment (3769 JP), Super Micro (SMCI US), /WAUcz1, Apple (AAPL US), Amazon (AMZN US), Murata (6981 JP), Nidec (6594 JP), TDK (6762 JP), Tokyo Seimitsu (7729 JP), Canon (7751 JP), Nikon (7731 JP), Tesla (TSLA US), Honda (7267 JP), General Motors (GM US), Google (GOOGL US), Uber (priv.), CyberAgent (4751 JP), Nintendo (7974 JP), GungHo Online Entertainment (3765 JP), Cygames (priv.)
Main Points at a Glance
· Tokyo sold off on Nasdaq hack story
· Bloomberg, Apple, Amazon and the Super Micro hack
· Apple iPhone launch update
· Newly found self-confidence of automakers in the dawn of business transformation
· CyberAgent’s recent sell-off looks overdone
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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