PSA Today Aug 30: Calmer/Outlook for the Global Music Market, Sony's SOTP/Shin-Etsu's Shintech Plant, Hurricane Harvey/Tires/Daifuku Retreats/Nabtesco - Nikkei +0.74%
PSA Today Aug 30th: Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Nikkei ¥19,506.54 (+¥143.99/ +0.74%); Topix ¥1,607.65 (+¥9.59 / +0.62%); ¥/$109.80
Tags: Vivendi (VIV FP), Alphabet (GOOG US), Tencent (700 HK), Warner Bros, Sony (6758), YouTube, Spotify, Shin-Etsu Chemical (4063), Toyo Tire (5105), Bridgestone (5108), Sumitomo Rubber (5110), Yokohama Rubber (5101), Daifuku (6383), Nabtesco (6268)
- Market recovers on absence of escalation
- Outlook for the global music market – Sony’s SOTP valuation discussed
- Shin-Etsu might be affected by tropical storm Harvey
- The tire market plays
- Daifuku retreats from the ¥5,000 mark
- Nabtesco: Robot Gears good, Railcar Devices more iffy
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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