Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay Whipp Nikkei ¥21,402.13 (-¥200.46 / -0.93%); Topix ¥1,550.71 (-¥21.62/ -1.38%); ¥/$109.94 Tags: SoftBank Corp (9434 JT), Yahoo Japan (4689 JT), SoftBank Group (9

Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen and Lindsay Whipp
Nikkei ¥21,402.13 (-¥200.46 / -0.93%); Topix ¥1,550.71 (-¥21.62/ -1.38%); ¥/$109.94
Tags: SoftBank Corp (9434 JT), Yahoo Japan (4689 JT), SoftBank Group (9984 JT), Isuzu (7202 JT), IHI (7013 JT), Kagome (2811 JT), Sysmex (6869 JT), Sanken Electric (6707 JT), Rinnai (5947 JT), Kirin (2503 JT), Sumitomo Corp (8053 JT), Daicel (4202 JT), Kakaku.com (2371 JT), Ono Pharmaceutical (4528 JT), Mitsubishi Corp (8058 JT), Murata (6981 JT), Capcom (9697 JT), Panasonic (6752 JT), Tesla (TSLA US), Toyota (7203 JT), Honda (7267 JT), Mazda (7261 JT), Gree (3632 JT), TIS Inc (3626 JT), MUFG (8306 JT), Mitsubishi Shokuhin (7451 JT), Outsourcing Inc (2427 JT)
Main Points
• Tokyo slides in Pan-Asia sell-off
• Panasonic beats – but not really
• Mazda’s two-step model introduction could delay recovery
• Honda fails to lift itself out of profit slump
• Gree’s Q3 earnings beat
• TIS likely to beat forecasts for FY18
• Outsourcing Inc takes a tumble following FY19 Q1 results
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
Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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