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

PSA Today Aug 28: Mixed day / SQE and Capcom at Gamescom / Phew! The NAFTA modifications: Mexico/ Autonomous driving new venture – Nikkei +0.06%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥22,813.47 (+¥13.83 / +0.06%); Topix ¥1,731.63 (+¥2.68 / +0.16%); ¥/$111.23
Tags: K-Line (9107 JP), Square Enix (9684 JP), Capcom (9697 JP), Netflix (NFLX US), CD Projekt (CDR PW), Activision (ATVI US), Tencent (700 HK), Toyota (7203 JP), Honda (7267 JP), Nissan (7201 JP), Mazda (7261 JP), Denso (6902 JP), Aisin Seiki (7259 JP), JTekt (6473 JP), Advicz (unlisted JP), Continental (CON GR, Bosch (unlisted GR)
Main Points at a Glance
• Mixed day in Japanese equities
• Square Enix at Gamescom
• Capcom at Gamescom
• NAFTA: Markets relieved; moderate changes only
• Autonomous driving still in a haze
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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