Report
Hiroyuki Terada ...
  • Julie Boote
  • Nia Dokova
  • Pelham Smithers

PSA Today 1 Oct: Market recovers, yen weakens / Tankan / SRE Holdings, cold storage IT / New Zelda game / Sep Japan auto sales / Pharma round-up / Insource Sep KPIs / MARI – Nikkei +1.93% | ¥$144.14

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Hiroyuki Terada and Nia Dokova
Tags: MHI (7011 JT), KHI (7012 JT), Japan Steel Works (5631 JT), West Holdings (1407 JT), Disco (6146 JT), Renesas (6723 JT), Hitachi (6501 JT), NEC Corp (6701 JT), Fujitsu (6702 JT), PKSHA (3993 JT), Rohm (6963 JT), Denso (6902 JT), Shimamura (8227 JT), Adastria (2685 JT), Ise Chemicals (4107 JT), K&O Energy (1663 JT), GNI Group (2160 JT), Kasumigaseki Capital (3498 JT), SRE Holdings (2890 JT), Mitsui Fudosan (8801 JT), Nintendo (7974 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Suzuki Motor (7269 JT), Nissan Motor (7201 JT), Mazda Motor (7261 JT), Isuzu Motor (7202 JT), Hino Motors (7205 JT), Olympus (7733 JT), Sony (6758 JT), Sysmex (6869 JT), Nxera Pharma (4565 JT), Shionogi (4507 JT), Mochida Pharmaceutical (4534 JT), Idorsia Pharmaceuticals (IDIA SW), Sage Therapeutics (SAGE US), Insource (6200 JT), M&A Research Institute (9552 JT), Inte Group (192A JT)
Main Points
• Nikkei 225 rebounds on yen weakness, defence and renewables interest
• Tankan strengthens, guides higher for manufacturing, lower for services
• SRE Holdings, Kasumigaseki Capital start offering frozen storage service – Cold X Network
• New Legend of Zelda game debuts at No. 2 in the UK charts
• Japan auto sales stabilise in September
• Healthcare equipment and pharma news round-up
• Insource Sep KPIs
• M&A Research Institute factors
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
Hiroyuki Terada

Julie Boote

Nia Dokova

Pelham Smithers

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