PSA Today Apr 9: Lacking confidence / New Emperor, new notes / Global box office / Cameras freefall / Nissha and JOLED / Takeuchi's FY19 est / Nabtesco, Boeing / Mercari: too far too fast – Nikkei +0.14%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥21,802.59 (+¥40.94 / +0.14%); Topix ¥1,618.76 (-¥1.38 / -0.09%); ¥/$111.33
Tags: Sony (6758 JT), Nintendo (7974 JT), Third Point (pvt), Fanuc (6954 JT), Seven & I Holdings (3382 JT), Comcast (CMCSA US), FOX (FOX US), Disney (DIS US), Japan Cash Machine (6418 JT), Glory (6457 JT), Nikon (7731 JT), Canon (7751 JT), Olympus (7733 JT), JOLED (pvt.), Denso Corp (6902 JT), Toyota Tsusho (8015 JT), Sumitomo Chemical (4005 JT), Screen Finetech Solutions (pvt.), Innovation Network Corporation of Japan (pvt), Nissha (7915 JT), LG Chem (051910 KS), Takeuchi (6432 JT), Nabtesco (6268 JT), Boeing (BA US), Mercari (4385 JT)
Main Points
• Tokyo mixed following deteriorating confidence numbers
• Japan to have new banknotes by 2024
• Box office receipts continue to struggle globally
• Camera market in freefall (again)
• Nissha joins JOLED shareholders
• Takeuchi sees more growth in FY19
• Nabtesco steadies despite Boeing issue
• Mercari: rising too far too fast
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.