PSA Today Apr 16: Calm market / Fast and furious 5G / Video game console numbers 1Q / The other Merck / transcosmos and G S– Nikkei +0.24%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippNikkei ¥22,221.66 (+¥52.55 / +0.24%); Topix ¥1,626.46 (-¥1.47 / -0.09%); ¥/$111.93
Tags: DoCoMo (9437 JT), Sony (6758 JT), Tencent (700 HK), KKR & Co Inc (KKR US), Kitanotatsujin (2930 JT), Nidec (6594 JT), Omron (6645 JT), KDDi (9433 JT), SoftBank (9434 JT), Rakuten (4755 JT), NTT (9432 JT), Nintendo (7974 JT), Microsoft MSFT US), Japan Display (6740 JT), Merck KGaA (MRK GR), Versum Materials (VSM US), Entegris (ENTG US), transcosmos (9715 JT), Goldman Sachs (GS US), BellSystem24 (6183 JT)
Main Points
• Tokyo reverts to wait-and-see mode
• Fast and furious 5G
• 1Q 2019 console sales numbers
• Merck KGaA expands its electronic materials universe
• transcosmos boosted by Goldman Sachs stake increase
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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