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

PSA Today 24 Sep: 30,000 Regained / Shin-Etsu's PVC / Sony Bags Zee / Honda Partners with Google – Nikkei 225 +2.06%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Julie Boote
Tags: China Evergrande (3333 HK), Mitsui OSK (9104 JT), NYK (9101 JT), Sony (6758 JT), Zee Entertainment (Z IN), Amazon (AMZN US), Netflix (NFLX US), Oracle Japan (4716 JT), Nomura Research (4307 JT), OKK (6205 JT), Uniden (6815 JT), Shin-Etsu Chemical (4063 JT), Olin Corporation (OLN US), UMG (UMG NA), Apple (AAPL US), Honda (7267 JT), Google (GOOGL US), Nissan (7201 JT), GM (GM US), Ford (F US)
Main Points
• Tokyo regains 30,000 on Wall St gains, positive newsflow
• An inauspicious month for Shin-Etsu’s PVC
• Sony bags Zee
• Honda partners with Google for operating system
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

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