PSA Today Aug 21: Slide / Weak retail sales / Sony and Spider-Man / Carbon fibre and S Korea – Nikkei -0.28%
Japan Market Comment by Pelham Smithers and Joel ScheimanNikkei ¥20,618.57 (-¥58.65 / -0.28%); Topix ¥1,497.51 (-¥9.26 / -0.61%); ¥/$106.53
Tags: Mazda (7261 JT), Kikkoman (2801 JT), TV Tokyo (9413 JT), NTV (9404 JT), CyberAgent (4751 JT), Nintendo (7974 JT), Square Enix (9684 JT), W-Scope (6619 JT), SoftBank Group (9984 JT), Disney (DIS US), Sony (6758 JT), Netflix (NFLX US), Amazon (AMZN US), Apple (AAPL US), Korean Air Lines (003490 KS), Hyosung Group (priv.), Toray (3402 JT), Mitsubishi Chemical Holdings (4188 JT), Teijin (3401 JT), Hyosung Corp (004800 KS)
Main Points
• Tokyo slides on Trump comments, weak retail sales
• Can Sony make Spider-man movies on its own?
• Japan, South Korea, China…and carbon fiber
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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