PSA Today Sep 2: Topsy turvy day / Apple's iphone production plans light up tech / Considering Japan's (old) tech crisis / US auto sales for August - Nikkei +0.47%
Japan Market Comment by Pelham Smithers and Julie BooteNikkei ¥23,247.15 (+¥109.08 / -0.47%); Topix ¥1,623.40 (+¥7.59 / +0.47%); ¥/$106.14
Tags: Apple (AAPL US), Murata (6981 JT), TDK (6762 JT), CyberAgent (4751 JT), M3 (2413 JT), Nexon (3659 JT), Square Enix (9684 JT), Capcom (9697 JT), Nintendo (7974 JT), Sony (6758 JT), GA Technologies (3491 JT), BASE Inc (4477 JT), Medley (4480 JT), Bplats (4381 JT), IBM (IBM US), General Electric (GE US), Lenovo (992 HK), Mitsubishi Electric (6503 JT), Hitachi (6501 JT), NEC (6701 JT), Toshiba (6502 JT), Samsung Electronics (005930 KS), LG Electronics (066570 KS), Sharp (6753 JT), HP (HPQ US), Xerox (XRX US), Zeiss , ASML (ASML NA), Canon (7751 JT), Nikon (7731 JT), Fujifilm (4901 JT), Tamron (7740 JT), Ricoh (7752 JT), Konica Minolta (4902 JT), Kyocera (6971 JT), Brother (6448 JT), Seiko Epson (6724 JT), Mazda (7261 JT), Toyota (7203 JT), Subaru (7270 JT), Honda (7267 JT), Nissan (7201 JT), Mitsubishi Motors (7211)
Main Points
• Apple sparks tech buying amid hopes of iPhone production boom
• Japan’s potential (old) tech stock crisis
• US auto sales fall on plunge in fleet sales, fewer selling days
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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