PSA Today Aug 27: Back into risk-off mode / Ban on mobile switching fees considered / VR in rental-home buying / SQE, Disney and console microtransactions / Medley's new shares / Sansan's acquisition – Nikkei -0.35%
Japan Market Comment by Pelham Smithers, Thao Nguyen and Lindsay WhippNikkei ¥23,208.86 (-¥82.00 / -0.35%); Topix ¥1,616.86 (-¥8.59 / -0.47%); ¥/$106.40
Tags: Recruit (6098 JT), Fujitsu (6702 JT), NEC (6701 JT), Medley (4480 JT), BASE Inc (4477 JT), Freee (4478 JT), Sansan (4443 JT), Toshiba (6502 JT), Western Digital (WDC US), Samsung Electronics (005930 KS), SK Hynix (000660 KS), Rakuten (4755 JT), KDDI (9433 JT), SoftBank Corp (9434 JT), NTT DOCOMO (9437 JT), GA Technologies (3491 JT), Ke Holdings (BEKE US), Rightmove (RMV LN), SRE Holdings (2980 JT), Nobroker.com (pvt), Square Enix (9684 JT), Disney (DIS US), Electronic Arts (EA US), Sony (6758 JT), Activision (AVTI US), Amazon (AMZN US)
Main Points
• Geopolitical concerns send market back into risk-off mode
• Comms Ministry eyeing ban on mobile switching fees
• Would you buy / rent a home without setting foot inside first?
• Can SQE / Disney break the console microtransaction impasse?
• Medley to issue shares, diluting outstanding stock by 4.7%
• Sansan to acquire transcription service
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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