PSA Today Aug 30: Peso, renminbi spoil it / Nintendo, CyberAgent and Dragalia Lost / Fresh iPhone model hopes / Ichikoh's promising future – Nikkei +0.09%
Japan Market Comment by Pelham Smithers, Joel Scheiman and William NestukNikkei ¥22,869.50 (+¥21.28 / +0.09%); Topix ¥1,739.14 (-¥0.46 / -0.03%); ¥/$111.65
Tags: Apple (AAPL US), Murata (6981 JP), TDK (6762 JP), CyberAgent (4751 JP), Nintendo (7974 JP), Takara (2531 JP), Level 5 (pvt), Intelligent Systems (pvt), Square Enix (9684 JP), Google (GOOGL US), Alps Electric (6770 JP), Nissha (7915 JP), Dexerials (4980 JP), Japan Display (6740 JP), Yamada Denki (9831 JP), Huawei (pvt), Ichikoh (7244 JP), Valeo (FR FR), Bosch Japan (pvt), Bosch (unlisted, Germany)
Main Points at a Glance
• Another mixed day on China weakness
• What is Dragalia Lost, and does it matter?
• TDK and other Apple-related shares firm
• Ichikoh rises ahead of analyst meeting
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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