Report
Lindsay Whipp ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA today 7 Oct: Topix sees ninth consecutive fall, mixed day / Too much Yaskawa optimism? / Rolling out "Mercari Shops" / Money Forward expanding – Nikkei +0.54%

Japan Market Comment by Pelham Smithers, William Nestuk, Thao Nguyen and Lindsay Whipp
Tags: Alibaba (9988 HK), Tokyo Electron (8035 JT), Fanuc (6954 JT), Fast Retailing (9983 JT), Shiseido (4911 JT), Seven & I (3382 JT), Aeon (8267 JT), Disco (6146 JT), Money Forward (3994 JT), Bizzibots, Astellas Pharma (4503 JT), Takeda Pharmaceutical (4502 JT), Nintendo (7974 JT), Yaskawa Electric (6506 JT), Fanuc (6954 JT), Mercari (4385 JT), BASE Inc (4477 JT), Mekari, FlowAccount
Main Points
• Mixed market as Topix extends losses to ninth day
• Good Yaskawa Q2 likely tomorrow but analysts too bullish?
• Mercari Shops’ full rollout
• Money Forward invests in Vietnamese SaaS start-up, eyeing Southeast Asia expansion
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

Thao Nguyen

William Nestuk

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