Report

PSA Today Sep 19: Weak Yen, Snap Election Talk Boost Market/Threat to Casino Plans/CMOS Sensor Outlook/ Ferrotec's China Wafer Plans/Automation Stock Notes/Komatsu Visit- Nikkei +1.77%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Will Nestuk
Nikkei ¥20,299.38 (+¥389.88 / +1.96%); Topix ¥1,667.88 (+¥28.94 / +1.77%); ¥/$111.70
Tags: Nintendo (7974), PRAP Japan (2449), Musashi Co Ltd (7521), Sega Sammy (6460), Glory (6457), Sony (6758), Samsung (005930 KS), Canon (7751), Ferrotec (6890), GlobalWafers (6488 TT), Shin-Etsu Chemical (4063), Sumco (3436), Wafer Works (6182 TT), Yaskawa (6506), SMC (6273), Nabtesco (6268), Daifuku (6383), Omron (6645), Komatsu (6301)

  • Market surges through 20,000 as yen weakens
  • Thoughts on Likelihood of Snap Election in Japan and Possible Outcome
  • Casino legislation under threat from snap election
  • CMOS sensor outlook
  • Ferrotec advances its China wafer plans
  • Automation stock notes
  • Komatsu visit: demand in Indonesia is recovering
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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