Report
Pelham Smithers ...
  • Thao Nguyen
  • William Nestuk

PSA Today Dec 1: Nikkei year high, macro helping / Mobile game revs still impress / Automation round-up: / Mixi's sell-off – Nikkei +0.77%

Japan Market Comment by Pelham Smithers, William Nestuk and Thao Nguyen
Nikkei ¥26,787.54 (+¥353.92 / +1.34%); Topix ¥1,768.38 (+¥13.46 / +0.77%); ¥/$104.19
Tags: SBI Holdings (8473 JT), Mitsui OSK (9104 JT), Adways (2489 JT), Freee (4478 JT), Rakus (3923 JT), Fit Corp (1436 JT), NPC (6255 JT), Furukawa Electric (5801 JT), Mixi (2121 JT), Nintendo (7974 JT), Bandai Namco (7832 JT), Konami (9766 JT), Square Enix (9684 JT), Sony (6758 JT), CyberAgent (4751 JT), KLab (3656 JT), Marvelous (7844 JT), Daifuku (6383 JT), Omron (6645 JT), SMC (6273 JT), Nabtesco (6383 JT), Fanuc (6954 JT), Yaskawa Electric (6506 JT)
Main Points
• Nikkei back at year high on strong China, Japan economic data
• Mobile game revenues continue to impress
• Automation still rising to new listing highs
• Mixi sold off on broker downgrade
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

William Nestuk

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