Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today April 6: Trade worries/retailers perky / Takeda and Shire / Q1 key for Canon and NEC / Nissan's sales woes / KHI retreats - Nikkei -0.36%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥21,567.52 (-¥77.90 / -0.36%); Topix ¥1,719.30(-¥5.31 / -0.31%); ¥/$107.29
Tags: Seven & I (3382 JP), FamilyMart Uny (8028 JP), Izumi (8273 JP), Globeride (7990 JP), Kitanotatsujin (2930 JP), OPT (2389 JP), Members (2130 JP), Outsourcing (2427 JP), Monex (8698 JP), Ceres (3696 JP), GMO Payment (3769 JP), SBI Holdings (8473 JP),GMO Internet (9449), Takeda (4502 JP), Shire (SHP LN), Canon (7751 JP), NEC (6701 JP), Capcom (9697 JP), Sony (6758 JP), TDK (6762 JP), Nissan (7201 JP), KHI (7012 JP)
Main Points at a Glance
• Nikkei down 0.3% on further trade worries, retailers higher on strong results, expectations
• Takeda enthuse on Shire possibilities
• Quarterly results key for early reporters Canon and NEC
• Sales troubles for Nissan
• KHI retreats on downward revision
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
Julie Boote

Pelham Smithers

William Nestuk

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