- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Dec 10: Flat: MonotaRO growth / Japan's assemblers in China: doing well / Toyoda Gosei's FY20 prospects / istyle's tough times / TIS: looking ahead – Nikkei -0.09%
Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥23,410.19 (-¥20.51 / -0.09%); Topix ¥1,720.77 (-¥1.30 / -0.08%); ¥/$108.63
Tags: Nintendo (7974 JT), Macronix (2337 TT), Square Enix (9684 JT), Shionogi (4507 JT), Daiichi Sankyo (4568 JT), Chugai (4519 JT), Astellas (4503 JT), Taiyo Yuden (6976 JT), Murata (6981 JT), MonotaRO (3064 JT), Toyota (7203 JT), Honda (7267 JT), Nissan (7201 JT), Mazda (7261 JT), Toyoda Gosei (7282 JT) istyle (3660 JT), TIS inc (3626 JT)
Main Points
• Market flat ahead of Fed rate decision, tariff deadline
• MonotaRO sales growth rebounds in November
• Japan’s assemblers continue to outperform in China
• Toyoda Gosei hits 15-month high on FY20 prospects
• istyle: tough quarters ahead
• TIS Inc outlines digital payments strategy
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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