PSA Today Apr 15: China hope / China liquidity / Apple's Arcade / JDI's damp squib / China's Sumitomo Chemical probe / Automation: tails up / Pricing mobile data plans – Nikkei +1.35%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥22,169.11 (+¥298.55 / +1.35%); Topix ¥1,627.93 (+¥22.53 / +1.40%); ¥/$111.93
Tags: Sony (6758 JT), Nintendo (7974 JT), Third Point (pvt.), Harmonic Drive Systems (6324 JT), Tamron (7740 JT), Nikon (7731 JT), Canon (7751 JT), Apple (AAPL US), Alphabet (GOOG US), Sega Sammy (6460 JT), Microsoft (MSFT US), Japan Display (6740 JT), INCJ (pvt.), TPK Holding Co (3673 TT), Harvest Tech Investment Management (pvt.), Applied Materials (AMAT US), Ningxia Unisplendour Tianhua Methionine Co. (pvt.), Sumitomo Chemical (4005 JT), Evonik Industries (EVK GR), Arkema SA (AKE FR), CJ CheilJedang Corp (097950 KR), Yaskawa Electric (6506 JT), Nachi-Fujikoshi (6474 JT), Toyota (7203 JT), Fanuc (6954 JT), SMC (6273 JT), Mitsubishi Electric (6503 JT), Rakuten (4755 JT), NTT Docomo (9437 JT), KDDI (9433 JT), SoftBank (9984 JT), Yahoo Japan (4689 JT)
Main Points
• Tokyo higher following strong China economic numbers
• China 1Q 2019 liquidity boom
• Apple spending US$x00mils on “Apple Arcade†games
• Short-lived euphoria over Japan Display’s bailout
• China starts anti-dumping probe into methionine
• Automation advances ahead of earnings
• Rakuten falls as NTT Docomo cuts prices
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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