PSA Today Sept 25: Good Trump, Abe dinner / Murata's new MLCC fab / The FA conundrum and Misumi / Capcom Pro Tour event / Fujifilm and iPS cell therapies – Nikkei +0.29%
Japan Market Comment by Pelham Smithers and Joel ScheimanNikkei ¥23,940.26 (+¥70.33 / +0.29%); Topix ¥1,822.44 (+¥18.42 / +1.02%); ¥/$112.92
Tags: Murata (6981 JP), Yaskawa (6506 JP), Nabtesco (6268 JP), Misumi (9962 JP), Harmonic Drive System (6324 JP), MonotaRO (3064 JP), Capcom (9697 JP), CyberAgent (4751 JP), Sony (6758 JP), Nintendo (7974 JP), Square Enix (9684 JP), Fujifilm Holdings (4901 JP), Cynata Therapeutics (CYP AU)
Main Points at a Glance
• Japan moves higher as Trump / Abe dinner goes well
• Murata in MLCC fab construction move
• Are slowing sales at Misumi indicative of weakening Japanese FA, or increased competition?
• Japan takes Top 3 in inaugural Capcom Pro Tour event in Japan
• Fujifilm progressing in iPS cell therapies
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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