Report
Lindsay Whipp ...
  • Pelham Smithers

PSA Today 27 Nov: Lower on weak China profits, YCC talk / Considering YCC / Oct global console sales / SaaS: teething problems for Japan's new invoicing system – Nikkei 225 -0.53% | ¥$149.00

PSA Today Japan Market Comment by Pelham Smithers and Lindsay Whipp
Tags: Mitsubishi Heavy Industries (7011 JT), Mitsubishi UFJ Financial Group (8306 JT), Sumitomo Mitsui FG (8316 JT), Mizuho Financial Group (8411 JT), Kao Corp (4452 JT), Nissan Chemical (4021 JT), Sumitomo Metal Mining (5713 JT), Screen Holdings (7735 JT), LY Corp (4689 JT), M3 (2413 JT), Sony Financial, Sony (6758 JT), Microsoft (MSFT US), Nintendo (7974 JT), Sansan (4443 JT), Freee KK (4478 JT), Money Forward (3994 JT)
Main Points
• Tokyo shares slide on weak China profits, YCC talk
• What are the risks from ending YCC??
• October global console sales -13% YoY
• Teething problems for Japan’s new invoice 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
Lindsay Whipp

Pelham Smithers

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