PSA Today Valentine's Day: Behind the 4Q GDP numbers/ Murata: the new Nidec? / Strong Neochem / Ferrotec Slight Beat at Q3 / Recruit's Q3 / PKSHA's stock split – Nikkei -0.02%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥21,139,71(-¥4.77 / -0.02%); Topix ¥1,589.81 (+¥0.45 / +0.03%); ¥/$111.03
Tags: Sony (6758 JT), Murata (6981 JT), Nintendo (7974 JT), KH Neochem (4189 JT), Recruit (6098 JT), Ulvac (6728 JT), KLab (3656 JT), Nidec (6594 JT), Seagate (STX US), Western Digital (WDC US), Ferrotec (6890 JT), PKSHA (3993 JT)
Main Points at a Glance
• Tokyo marks time following okay GDP numbers
• Japan 4Q GDP – Behind the numbers
• Murata: the new Nidec?
• KH Neochem rises on earnings
• Ferrotec Q3 slightly ahead of guidance
• Recruit’s FY18 Q3 results
• PKSHA to carry out stock split to encourage broader range of investors
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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