PSA Today Sep 16: Lower on China, SPE / Japan Aug SPE billings / Asahi Kasei and Itamar / 3 automation stars - Nikkei 225 -0.62%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukTags: Alibaba (9988 HK), China Evergrande (3333 HK), Tencent (700 HK), SoftBank Group (9984 JT), Nexon (3659 JT), CyberAgent(4751 JT), Disco (6146 JT), Applied Materials (AMAT US), Lam (LRCX US), Tokyo Electron (8035 JT), ASML (ASML NA), Nippon Steel (5401 JT), Mitsui OSK (9104 JT), SMC (6273 JT), Yaskawa (6506 JT), Omron (6645 JT)
Main Points
• Japan shares lower on China crackdown, SPE max- out concerns
• Japan August SPE billings +30% YoY
• Investors appear trusting of Asahi Kasei’s Itamar acquisition
• Automation stars: SMC, Yaskawa and Omron hit new listing highs
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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