Report

PSA Today Sept 8: Nidec Enters EV Motor Mkt / Chugai, Ono +ve news / Sony Upbeat on Apple TV Production Opp/ Hon Hai, Toshiba Memory Bid/Sumitomo Chem Laggard EV, OLED play/Autoparts, Automation/Autobacs Seven

PSA Today Sept 8: Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Nikkei ¥19,274.82 (-¥121.70 / -0.63%); Topix ¥1,593.54 (-¥4.70 / -0.29%); ¥/$107.75
Tags: Fast Retailing (9983), Nidec (6594), Tesla (TSLA US), Ricardo (RCDO LN), Siemens (SIE GY), Chugai Pharmaceutical (4519), ONO Pharmaceutical (4528), Sony (6758), APPLE (AAPL US), Hon Hai (2317 TT), Sharp (6753), W-Scope (6619), Sumitomo Chemical (4005), Samsung (005930 KS), Denso (6902), Aisin Seiki (7259), Koito (7276), Stanley Electric (6923), Ichiko (7244), SMC (6273), Nabtesco (6268), Daifuku (6383), Yaskawa (6506), Komatsu (6301), Hitachi Construction Machinery (6305), Autobacs Seven (9832)

  • Market ends week lower as high-priced domestic names sold off 
  • Nidec enters the EV motor market 
  • Chugai, Ono unveil positive drug news 
  • Sony upbeat on Apple TV production opportunity  
  • Hon Hai unveils details of Toshiba Memory bid 
  • Sumitomo Chemical appears to lag on EV and OLED themes 
  • Autoparts strong despite stronger yen 
  • Automation / construction machinery holding close to all-time highs and / or making new ones 
  • Autobacs Seven write up in Nikkei – we report back with our findings from our recent visit 
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. 

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Pelham Smithers

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