PSA Today Sep 5: Above 21k on trade optimism / NEC in Nikkei / Nintendo Direct : what we learned / Aug US auto sales / NTT, US branding, and the MLB – Nikkei +2.12%
Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay WhippNikkei ¥21,085.94 (+¥436.80 / +2.12%); Topix ¥1,534.46 (+¥27.65/ +1.83%); ¥/$106.60
Tags: Shin-Etsu Chemical (4063 JT), Hitachi (6501 JT), Murata (6981 JT), Rohm (6963 JT), TDK (6762 JT), Lasertec (6920 JT), Hoya (7741 JT), Tokyo Electron (8035 JT), Nintendo (7974 JT), Tazmo (6266 JT), Yotai Refractories (5357 JT), Sansei Technologies (6357), Tosei (8923 JT), Kanamoto (9678 JT), Altech (4641 JT), Nippon Pillar Packing (6490 JT), NEC (6701 JT), Hitachi (6501 JT), Sony (6758 JT), GameFreak (pvt.), General Motors (GM US), Ford (F US), Fiat Chrysler (FCAU US), Tesla (TSLA US), Mitsubishi Motors (7211 JT), Toyota (7203 JT), Honda (7267 JT), Nissan (7201 JT), Subaru (7270 JT), Mazda (7267 JT), NTT Corp (9432 JT), NTT Data (9613 JT)
Main Points
• Trade talk optimism spur equities higher
• Nikkei puts positive spin on NEC
• Nintendo Direct: we watched it so you didn’t have to
• US Sales gains for Japanese automakers in August
• NTT to sponsor MLB as it seeks US brand awareness
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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