Report

PSA Today Sep 22: Yen up, market falters/Apple-related lower/Toshiba's Moody rating/SQE breaks through Y4,000 on TGS/Kuraray acquires Calgon /Automation, machinery, auto parts notes Nikkei -0.25%

PSA Today Sept 22: Japan Market Comment by Pelham Smithers, Joel Scheiman, and William Nestuk
Nikkei ¥20,296.45 (-¥51.03 / -0.25%); Topix ¥1,664.61 (-¥4.13 / -0.25%); ¥/$112.43
Tags: Apple (AAPL US), Toshiba (6502), SK Hynix (000660 KS), Western Digital (WDC US), Square Enix (9684), Sony (6758), Activision (ATVI US), Electronic Arts (EA US), Bandai Namco (7832), Kuraray (3405), Calgon Carbon Corporation (CCC US), Hitachi Construction Machinery (6305), Komatsu (6301), Yaskawa (6506), Fanuc (6954), Toyota (7203), Denso (6902), Aisin Seiki (7259), Koito (7276), NGK Spark Plug (5334) 

  • Market slides on yen strength, weak Wall Street
  • Apple-related shares lower
  • Moody’s leaves Toshiba rating unchanged
  • Square Enix at TGS2017: breakthrough…
  • …we see exciting longer-term prospects
  • Kuraray’s Calgon Carbon acquisition looks expensive
  • Earthquakes and construction equipment stocks
  • Automation and auto parts 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

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch