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PSA Today Aug 29: Air-raid sirens over Hokkaido/Sony and VR headset pricing/Toshiba, WDC talks chat/ Fujifilm's opportunity/Daifuku, Yaskawa/ FY18 construction machinery f/c - Nikkei -0.45%

PSA Today Aug 29: Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk  
Nikkei ¥19,362.55 (-¥87.35 / -0.45%); Topix ¥1,597.76 (-¥2.36 / -0.15%); ¥/$108.45  
Tags: Japan Aviation Electronics (6807), Hosoya Pyro-Engineering (4274), Ishikawa Seisakusho (6208), Sony (6758), Facebook (FB US), HTC (2498 TT), Toshiba (6502), Western Digital (WDC US), Tokyo Electron (8035), Applied Materials (AMAT US), Fujifilm Holdings (4901), Konica Minolta (4902), Seiko Epson (6724), Canon (7751), Ricoh (7752), Daifuku (6383), Yaskawa (6506), Hitachi Construction Machinery (6305), Komatsu (6301) 

  • Air-raid sirens sound over Hokkaido  
  • Sony responds confidently to recent rival VR headset producers’ price cuts 
  • More detail emerges re Toshiba /WDC talks 
  • Fujifilm’s opportunity for a rerating 
  • Daifuku and Yaskawa 
  • FY18 Construction Machinery Industry Association forecast 
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
Pelham Smithers

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