- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Sep 7: Trump Turns on Japan?/Weak Apple-Related Names/ Slow Wage Growth/ Toyota, Geely and Hybrids; NOK /Sumco's Hokkaido Plant Halt/ Start Today's Sell-Off - Nikkei -0.8%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥22,307.06 (-¥180.88 / -0.80%); Topix ¥1,684.31 (-¥8.10/ -0.48%); ¥/$110.60
Tags: Advantest (6857 JP), Tokyo Electron (8035 JP), Hitachi High-Tech (8036 JP), Apple (AAPL US), Foster (6794 JP), Nissha (7915 JP), Ichikoh (7244 JP), IHI (7013 JP), Fujitsu General (6755 JP), Toyota (7203 JP), Geely (175 HK), NOK (7240 JP), Sumco (3436 JP), Shin-Etsu Chemical (4063 JP), GlobalWafers (6488 TT), Start Today (3092 JP)
Main Points at a Glance
• Tokyo declines on Japan-specific Trump trade concerns
• Wage growth slows from June as bonuses come out of equation
• Toyota and Geely to cooperate on Hybrids
• Sumco’s Hokkaido plant forced to halt
• Start Today: recent sell-off presents an opportunity
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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