Report
Pelham Smithers ...
  • Thao Nguyen

PSA Today Aug 31: Market mixed yet again / Digitimes forecasts strong 2018/19 iPhone Shipments / CyberAgent comment – Nikkei -0.02%

Japan Market Comment by Pelham Smithers and Thao Nguyen
Nikkei ¥22,865.15 (-¥4.35/ -0.02%); Topix ¥1,735.35 (-¥3.79 / -0.22%); ¥/$110.98
Tags: Square Enix (9684 JP), Tencent (700 HK), Capcom (9697 JP), Nexon (3659 JP), Apple (AAPL US), Samsung (005930 KS), Huawei (priv.), Xiaomi (priv.), LG Electronics (066570 KS), Murata (6981 JP), Alps (6770 JP), TDK (6762 JP), Sony (6758 JP), Nissha (7915 JP), Taiyo Yuden (6976 JP), Nitto Denko (6988 JP), CyberAgent (4751 JP)
Main Points at a Glance
• Yet another mixed day of trading in Japan
• Digitimes forecasts strong 2018/19 iPhone Shipments
• CyberAgent shares exceed pre-earnings level
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

Thao Nguyen

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