Report

PSA Today Sep 11: Market Rebound/Canon's New Japan Fab/RFID market/Gumi's Q1/Apple Wades into Toshiba Farrago/ China's NEV plans/Automation -Nikkei +1.41%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥19,545.77 (+¥270.95 / +1.41%); Topix ¥1,612.26 (+¥18.72 / +1.17%); ¥/$108.34
Tags: Canon (7751), Nidec (6594), Yaskawa (6506), Dainippon Printing (7912), Sato Holdings (6287), Toppan Printing (7911), Gumi (3903), Square Enix (9684), Colopl (3668), Apple (AAPL US), Toshiba (6502), Western Digital (WDC US), Samsung (005930 KS), Toyota (7203), Honda (7267), Nissan (7201), Nissan-Renault, Dongfeng (489 HK), Suzuki (7269), Mazda (7261), Subaru (7270), Mitsubishi Motors (MMC, 7211), Daifuku (6383), SMC (6273), Nabtesco (6268),Yaskawa (6506), Omron (6645), Makita (6586), Komatsu (6301), Hitachi Construction Machinery (6305)

  • Market rebounds as DPRK concerns recede
  • Canon opens new camera factory in Japa
  • RFID market growing at 7% per year in Japan
  • Gumi 1Q results: better than feared but not as good as they need to be
  • Apple wades into the Toshiba / WDC farrago
  • China plans to stop selling fossil fuel-powered cars
  • Automation and construction machinery stock notes
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Pelham Smithers

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