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

PSA Today 18 Oct: Marking time, commodities the focus / Nintendo's pricing / Nippon Steel's patent infringement lawsuit against Toyota / Survey results on intention to use PayPay / Money Forward tumbles – Nikkei 225 -0.15%

Japan Market Comment by Pelham Smithers, Julie Boote, Thao Nguyen, and Lindsay Whipp
Tags: Toho Zinc (5707 JT), Glencore (GLEN LN), Mitsui Mining & Smelting (5706 JT), Dowa Mining (5714 JT), Toyota Motor (7203 JT), Nippon Steel (5401 JT), Sony (6758 JT), VisasQ (4490 JT), Money Forward (3994 JT), Nintendo (7974 JT), Baoshan Iron Steel Co. (600019 CH), Z Holdings (4689 JT), Rakuten (4755 JT), KDDI (9433 JT), Mercari (4385 JT), Sansan (4443 JT), Shift Inc (3697 JT)
Main Points
• Tokyo marks time as investors focus on mid-cap commodity plays
• Nintendo ups the ante with Switch Online
• Nippon Steel’s lawsuit against Toyota makes global headlines
• Survey results on intention to use PayPay
• Money Forward tumbles following earnings
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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