Report
Hiroyuki Terada ...
  • Joel Scheiman
  • Julie Boote
  • Pelham Smithers
  • Thao Nguyen

PSA Today 17 Jan: Poor week, day off lows / Video games round-up / Considering CyberAgent / Mitsui, Mitsubishi phenol cooperation / Considering Money Forward / Koshidaka's disappointing Q2 outlook – Nikkei 225 -0.31% | ¥$155.72

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Hiroyuki Terada
Tags: Nintendo (7974 JT), DeNA (2432 JT), Konami (9766 JT), Bandai Namco (7832 JT), Nidec (6594 JT), Makino Milling (6135 JT), Okuma (6103 JT), DMG Mori (6141 JT), Yaskawa (6506 JT), Keyence (6861 JT), Fanuc (6954 JT), Suzuki Motor (7269 JT), Hino Motors (7205 JT), Livedoor (pvt), Fuji Media (4676 JT), Raccoon (3031 JT), Ikuyo (7273 JT), Kunshan Veritas (pvt), note inc (5243 JT), Alphabet (GOOGL US), Astroscale (186A JT), Taiheiyo Cement (5233 JT), Mitsubishi Materials (5711 JT), UBE Corp (4208 JT), Sony (6758 JT), Microsoft (MSFT US), Capcom (9697 JT), Take Two (TTWO US), CyberAgent (4751 JT), Mitsui Chemicals (4183 JT), Mitsubishi Chemical Group (4188 JT), Money Forward (3994 JT), Freee KK (4478 JT), Sansan (4443 JT), Rakus (3923 JT), Cybozu (4776 JT), Appier (4180 JT), Obic Business Consultants (4733 JT), Yayoi (pvt), Koshidaka (2157 JT)
Main Points
 Tokyo shares end poor week on sour note but off lows amid rate hike talks, US trade fears
 Video games round-up
 CyberAgent: a revisit
 Mitsui and Mitsubishi to discuss phenol cooperation
 Money Forward shares bounce +6.1%
 Koshidaka’s Q2 outlook disappoints
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

Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

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