PSA Today Sep 29: Party of Hope /Oct 22 elections/ Apple-plays in focus/Anritsu and 5G/Trucks/ Toshiba Memory/Zeon/ Koito dims/NGK Spark, DMG Mori/CyberAgent's good indicators - Nikkei -0.03%
PSA Today Sept 29: Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥20,356.28 (-¥6.83 / -0.03%); Topix ¥1,674.75 (-¥1.42 / -0.08%); ¥/$112.63
Tags: Alps (6770), Nintendo (7974), Apple (APPL US), NOK (7240), Applied Materials (AMAT US), Screen (7735), Tokyo Electron (8035) , Advantest (6857), Ferrotec (6890), Tokyo Seimitsu (7729), Disco (6146), Nikon (7731), Nissha Printing (7915), Anritsu (6754), Artiza Networks (6778), Isuzu (7202), Hino (7205), Toshiba (6502), Western Digital (WDC US), Dell, Seagate (STX US), Hoya (7741), SK Hynix (000660 KS), Yangtze River Storage Technology, Zeon (4205), Koito (7276), SAIC Motor Group, NGK Spark Plug (5334), DMG Mori (6141), CyberAgent (4751), TV Asahi (9409)
- The Party of Hope’s surprise alliances leave market unfazed
- Oct 22nd elections – a two-horse race now?
- Apple a focus: up-beat messages from Alps, AMAT and NOK
- Small-cap Anritsu getting some attention
- Isuzu and Hino cautious on Japan sales outlook
- Toshiba Memory Sale, Perhaps a Fitting End to Act One
- Zeon Corp revises up on strong film sales
- Shanghai story takes some of the shine off Koito
- Stock notes on NGK Spark Plug, DMG Mori
- Encouraging indicators for CyberAgent
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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