Report
Julie Boote ...
  • Pelham Smithers

PSA Today 18 Oct: Stable, with focus on activism, bond yields / The case of Keisei Railway / Sony Honda Mobility presents prototype Afeela – Nikkei 225 +0.01% | ¥$149.68

PSA Today Japan Market Comment by Pelham Smithers and Julie Boote
Tags: Keisei Electric Railway (9009 JT), Oriental Land (4661 JT), Murata (6981 JT), Taiyo Yuden (6976 JT), SK Hynix (000660 KS), Kioxia, Western Digital (WDC US), Tokyo Electron (8035 JT), Powerchip Semiconductor (6770 TT), Socionext (6526 JT), Arm (ARM US), TSMC (2330 TT), Mitsubishi Corp (8058 JT), Fujitsu (6702 JT), Shinko Electric (6967 JT), Tencent (700 HK), Nexon (3659 JT), SoftBank Group (9984 JT), Kyocera (6971 JT), KDDI (9433 JT), Nintendo (7974 JT), Sony (6758 JT), Honda Motor (7267 JT), Qualcomm (QCOM US)
Main Points
• Japan shares mixed as focus is on shareholder activism, rising bond yields
• Keisei Railway revives the affiliate shareholding debate
• Sony Honda Mobility present Afeela prototype
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

Pelham Smithers

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