- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today Aug 5: Global mayhem / Considering Taiyo Yuden / Subaru: best / Fujifilm and Sony and LTO tape / NTT Data -
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥20,720.29 (-¥366.87 / -1.74%); Topix ¥1,505.88 (-¥27.58 / -1.80%); ¥/$105.95
Tags: NTT Data (9613 JT), NTT Corp (9432 JT), Shiseido (4911 JT), Nippon Steel (5401 JT), Seria (2782 JT), Sosei (4565 JT), Takeda (4502 JT), PeptiDream (4587 JT), Yahoo Japan (4689 JT), iStyle (3660 JT), Enigmo (3665 JT), Subaru (7270 JT),Taiyo Yuden (6976 JT), Murata (6981 JT), Nissan (7201 JT), Mazda (7261 JT), Fujifilm Holdings (4901 JT), Sony Corp (6758 JT), LINE (3938 JT), Mercari (4385 JT), ASKUL (2678 JT)
Main Points
• Global mayhem sends shares scurrying lower
• Taiyo Yuden: Strong 1Q but worries remain
• Subaru profits rise on strong US sales
• Fujifilm and Sony reach an agreement on backup tape
• Yahoo Japan Q1 misses
• Unexciting Q1 from NTT Data
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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