PSA Today Sept 28: Abe optimism, US taxes/JDI, LCD screens, and Apple/Toyota, Mazda, and Denso EV JV/Carbon stocks/Automation, machinery notes/Nexon and mobile gaming - Nikkei +0.47%
PSA Today Sept 28: Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥20,363.11 (+¥96.06 / +0.47%); Topix ¥1,676.17 (+¥11.74 / +0.71%); ¥/$113.00
Tags: Apple (AAPL US), Alps (6770), Murata (6981), Japan Display (6740), Samsung (005930 KS), FDK (6955), Ohara (5218), Yasunaga (7271), Furukawa Battery (6937), Kanto Denka (4047), Tanaka Chemical (4080), Dyson, Nittori (9843), FamilyMart (8028), Toyota (7203), Mazda (7261), Denso (6902), Subaru (7270), Suzuki (7269), Showa Denko (4004), Tokai Carbon (5301), Nippon Carbon (5302), SEC Carbon (5304), SGL Carbon (SGL GY), Graphite India (GRIL IN), HEG (HEG IN), Hoya (7741), Toshiba (6502), Aisin Seiki (7259), Koito (7276), NGK Spark Plug (5334), DMG Mori (6141), Nidec (6594), Nexon (3659), Barunson Entertainment &Arts (035620 KS), NTWO Studio
- Optimism on Abe’s election prospects and US tax proposals encourage market gains…
- …Japan Display shares surge on an Apple incentive…
- LiB stocks continue their surge…
- …retailers considered.
- Toyota and Mazda formalise their EV collaboration in JV, with Denso as additional partner
- Carbon stocks’ rally puts a damper on Tokyo Steel / Table showing the Graphite Electrode manufacturers, after the SGL acquisition is available upon request
- More details regarding Hoya and Toshiba Memory
- Auto parts and machinery stock notes
- Nexon increasing its exposure to mobile gaming
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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