PSA Today 27 Sep: LDP presidential run-off, Tokyo CPI / Ishiba PM / Video games industry round-up / Asahi Kasei's acquisition, patent win / Hino settles in Canada / China machinery plays – Nikkei 225 +2.32% | ¥$143.62
PSA Today Japan Market Comment by Pelham Smithers, Joel Scheiman, Julie Boote and William NestukTags: Shiseido (4911 JT), Fanuc (6954 JT), Lasertec (6920 JT), Tokyo Electron (8035 JT), Ebara (6361 JT), Resonac (4004 JT) Shin-Etsu Chemical (4063 JT), GameWith (6552 JT), Digital Garage (4819 JT), Toho Zinc (5707 JT), Toyota Motor (7203 JT), Honda Motor (7267 JT), Nissan Motor (7201 JT), Sony (6758 JT), Kadokawa (9684 JT), Nintendo (7974 JT), Pullup (ALPUL FP), Ubisoft (UBI FP), Square Enix (9684 JT), Game Science (pvt), Tencent (700 HK), Nexon (3659 JT), Konami (9766 JT), Koei Tecmo (3635 JT), Toplitz Productions (pvt), Bandai Namco (7832 JT), Disney (DIS US), Capcom (9697 JT), Asahi Kasei (3407 JT), Otsuka Holdings (4578 JT), Sawai Group Holdings (4887 JT), Hino Motors (7205 JT), Daikin (6367 JT), Yaskawa Electric (6506 JT), SMC (6273 JT)
Main Points
• LDP presidential run-off, Tokyo CPI send Nikkei 225 soaring, yen down
• Shigeru Ishiba will be the next Japan PM
• Video games industry roundup
• Asahi Kasei’s Calliditas acquisition, and a patent win
• Hino settles Canada lawsuit
• China plays still rising
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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