Report
Joel Scheiman ...
  • Pelham Smithers

PSA Today Apr 19: HIgh-priced names gain / Massive news for Nintendo as Tencent okayed to distribute Super Mario in China / TSMC says worst is over – Nikkei +0.50%

Japan Market Comment by Pelham Smithers and Joel Scheiman
Nikkei ¥22,200.56 (+¥110.44/ +0.50%); Topix ¥1,616.93 (+¥1.96 /+0.12%); ¥/$111.93
Tags: Nintendo (7974 JT), Microsoft (MSFT US), Minebea Mitsumi (6479 JT), Namco Bandai (7832 JT), Capcom (9697 JT), TSMC (2330 TT), Lasertec (6920 JT), Advantest (6857 JT), Nissan (7201 JT), Yamato Holdings (9064 JT), Tencent (700 HK), Alibaba (BABA US), JD.Com (JD US), Amazon (AMZN US), Sony (6758 JT), Apple (AAPL US), Qualcomm (QCOM US), ASML (ASML NA)
Main Points
• Tokyo higher as high-priced names gain
• Tencent okayed to distribute Super Mario in China
• TSMC says worst is over
Tokyo Higher as High-Priced Names Gain
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
Joel Scheiman

Pelham Smithers

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