Report

PSA Daily Oct 4: Yen up, market sideways/Koike's field/SQE's new MOBA game/Panasonic, Tesla, good/Murata and LiBs /Subaru's US woes/JDI soars/Automation notes - Nikkei +0.06%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman
Nikkei ¥20,626.66 (+¥12.59 / +0.06%); Topix ¥1,684.56 (+¥0.10 / +0.06%); ¥/$112.56
Tags: Asatsu (9747), Bain, Square Enix (9684), Tesla (TSLA US), Panasonic (6752), Murata (6981), Subaru (7270), Japan Display (6740), Sony (6753), Canon (7751), Fujifilm Holdings (4901), Sumitomo Chemical (4005), Cambridge Display Technology (UK), Mori DMG (6141), HCM (6305), Komatsu (6301), Yaskawa (6506), Daifuku (6383), Denso (6902), NGK Spark Plug (5334)

  • Market trades sideways as yen strengthens
  • Koike set to field 192 candidates in Lower House election
  • SQE releases new 3x3 MOBA game
  • Panasonic benefiting from Tesla success in China
  • Murata unveils battery strategy
  • Subaru under pressure in FY17 in the US
  • Is the tail wagging the dog at Japan Display?
  • Automation notes
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
Pelham Smithers

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