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

PSA Today 20 Sep: Weaker ahead of FOMC decision / Defence plays: missile storage in Japan / Aug PS5 sales / Petrochemical profits and naptha / Rakuten trips - Nikkei -0.66%

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao Nguyen
Tags: Murata (6981 JT), Taiyo Yuden (6976 JT), Nippon Chemi-con (6997 JT), Nidec (6594 JT), Microsoft (MSFT US), Nintendo (7974 JT), Netflix (NFLX US), Capcom (9697 JT), Konami (9766 JT), GAMR ETF (GAMR US), Kawasaki Heavy (7012 JT), Mitsubishi Heavy (7011 JT), RTX (RTX US), Sony (6758 JT), Bandai Namco (7832 JT), Square Enix (9684 JT), Asahi Kasei (3407 JT), Tosoh (4042 JT), Mitsubishi Chemical Group (4188 JT), Resonac (4004 JT), UBE Corp (4208 JT), JSR (4185 JT), Rakuten (4755 JT), SoftBank Corp (9424 JT), KDDI (9433 JT)
Main Points
• Japan shares fall ahead of US rate decision
• Japan to construct more missile storage facilities
• Pan-American PS5 sales in August up sharply on July
• Petrochemical profits threatened by rising naphtha
• Rakuten’s three-day winning streak comes to an end
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
Joel Scheiman

Julie Boote

Pelham Smithers

Thao Nguyen

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