PSA Today Sept 26: Struggling to 24k/ NAND, DRAM Prices Slide / Suga Tackles Pachinko / No more Hitachi Tellies / Fujifilm's Healthcare Business / Daikin at Y15k; Ichikoh Bounces Back / CyberAgent Keeps Rolling -Nikkei +0.39%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥24,033 (+¥93.53 / +0.39%); Topix ¥1,821.67 (-¥0.77 / +0.04%); ¥/$112.91
Tags: Nissan (7201 JP), Apple (AAPL US), Pegatron (4938 TT), Japan Display (6740 JP), Murata (6891 JP), Alps (6770 JP), TDK (6762 JP), Nissha (7915 JP), Taiyo Yuden (6976 JP), Sony (6758 JP), SBI Holdings (8473 JP), Glory (6457 JP), Orb (unlisted), Samsung (005930 KS), Tokyo Electron (8035 JP), Sega Sammy (6460 JP) Universal Entertainment (6425 JP), Hitachi (6501 JP) NEC (6701 JP), Fujitsu (6702 JP), Toshiba (6502 JP), Pioneer (6773 JP), Panasonic (6752 JP), Mitsubishi Electric (6503 JP), Sharp (6753 JP), Funai (6839 JP), Fujifilm Holdings (4901 JP), Cynata Therapeutics (CYP AU), Japan Tissue Engineering (7774 JP), Irvine Scientific Sales Company (private), Sosei Group Corp (4565 JP), Shionogi (4507 JP), Sawai Pharmaceutical (4555 JP), Daikin (6367 JP), Fujitsu General (6755 JP), Ichikoh (7244 JP), Valeo (FR FP), CyberAgent (4751 JP), Nintendo (7974 JP)
Main Points at a Glance
• Nikkei closes above 24,000 as risk-on trade loses momentum
• NAND, DRAM prices continue to slide
• Suga going after pachinko
• Hitachi exits TV manufacturing
• Fujifilm’s Healthcare business is mostly positive
• Daikin maintains ¥15,000
• Ichikoh up 16.5% in 7 sessions
• CyberAgent keeps rolling
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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