PSA Today 16 Nov: Exporters strong / Video Games for Xmas? / Mazda's new CS-50 / SMC call feedback – Nikkei 225 +0.11%
Japan Market Comment by Pelham Smithers, Julie Boote and William NestukTags: Subaru (7270 JT), Toyota Motor (7203 JT), Lasertec (6920 JT), SoftBank Group (9984 JT), Recruit (6098 JT), Sony (6758 JT), Nintendo (7974 JT), Square Enix (9684 JT), Nexon (3659 JT), Koei Tecmo (3635 JT), Amazon (AMZN US), Steam, Riot Games, Epic Games, Sony (6758 JT), Bandai Namco (7832 JT), SMC (6273 JT), Mazda (7261 JT)
Main Points
• Market bias towards exporters remains intact
• Should we be buying video game stocks (along with video game stocking fillers)?
• Mazda presents new CX-50 in the US
• Positive slant to SMC earnings call
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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