PSA Today 19 Dec: Wall Street sell-off, Toshiba issue depress market / Considering mobile game plays / Surging machinery backlog / Auto machinery - Nikkei 225 -1.05%
Japan Market Comment by Pelham Smithers and William NestukTags: Toshiba (6502 JT), Lasertec (6920 JT), Resona Holdings (8308 JT), MUFG (8306 JT), KDDI (9433 JT), NTT (9432 JT), Toridori (9337 JT), Daiei Kankyo (9336 JT), Skymark Airlines (9204 JT), Tsubota Lab (4890 JT), Japan Warranty (7386 JT), Home Position (2999 JT), Lawson (2651 JT), Tencent (700 HK), NetEase (9999 HK), Bandai Namco (7832 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Alibaba (9988 HK), GungHo (3765 JT), CyberAgent (4751 JT), Wedbush Gaming ETF (GAMR US), Electronic Arts (EA US), Nintendo (7974 JT), (9697 JT), Take Two interactive (TTWO US), CD Project (CDR PW), NetEase (9999 HK), Krafton (259960 KS), Keyence (6861 JT), Omron (6645 JT), Hitachi (6501 JT), Komatsu (6301 JT), HCM (6305 JT), Fanuc (6954 JT), Yaskawa (6506 JT)
Main Points
• Tokyo shares trade lower on Wall Street sell-off, Toshiba price concerns
• Mobile game revenue decline lessens again
• Machinery order backlog surges in October
• Machinery demand in Japan firm overall but auto-related delayed
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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