PSA Today Aug 9: North Korea/Olympus disenchantment/SoftBank questions over Son/Gumi/ Yamaha/Automation/mixi - Nikkei -1.32%
PSA Today Aug 9: Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Nikkei ¥19,738.71 (-¥257.30 / -1.32%); Topix ¥1,617.90 (-¥17.42 / -1.07%); ¥/$109.98
Tags: Olympus (7733), SoftBank (9984), Sprint (S US), T-Mobile US (TMUS US), Charter Communications (CHTR US), Dish Network (DISH US), Gumi (3903), Square Enix (9684), Honda (7267), Suzuki (7269), Yamaha Motors (7272), Harley Davidson (HOG US), Daifuku (6383), Yaskawa (6506), Nabtesco (6268), SMC (6273), IHI (7013), Daifuku (6383), mixi (2121)
- North Korea missile threat sends market down below 10-week trading range
- Olympus – Are investors losing patience?
- SoftBank – Son’s deal-making skills questioned
- Gumi – Pre-launch registration for new 3D RPG game strong
- Two-wheeler sales growth accelerate
- Automation comments: Daifuku, Nabtesco, Yamaha, SMC
- IHI comment
- Daikin: we expect Q2 A/C to be good, and semi business is booming
- Mixi remains a one hit wonder
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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