Report
Joel Scheiman ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today Sept 3: Trade worries / Nidec's Acquisitions / Steel stocks: A Buy? / Shin-Etsu and US Shale/ SDP's ADHD Drug Set-Back/ First LINE Cryptocurrency - Nikkei -0.69%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao Nguyen
Nikkei ¥22,707.38(-¥157.77/ -0.69%); Topix ¥1,720.31 (-¥15.04 / -0.87%); ¥/$110.92
Tags: Fujikura (5803 JP), Chugai Pharm (4519 JP), Start Today (3092 JP), Pixibo Pte. Ltd (Singapore, pvt.), Nidec (6594), MS-Graessner GmbH (Germany, pvt.), Harmonic Drive (6324 JP), Shin-Etsu Chemical (4063 JP), Mitsubishi Chemical Holdings (4188 JP), Kuraray (3405 JP), Mitsui Chemicals (4183 JP), Ube Industries (4208), Taiyo Nippon Sanso (4091 JP), Sumitomo Dainippon Pharma (4506 JP), LINE (3938 JP)
Main Points at a Glance
• Market down amid growing worries over trade
• Nidec acquiring five German robotics companies
• Are steel stocks a buy?
• Shin-Etsu features among Japanese beneficiaries of US shale
• Sumitomo Dainippon Pharma’s attention-deficit setback
Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

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. 

Analysts
Joel Scheiman

Pelham Smithers

Thao Nguyen

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