Report
Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen

PSA Today Dec 10: Hit by Wall Street, weak GDP / Threat to QE? / Goodbye, Pioneer / Nissan latest / CyberAgent's Abema TV / Heroz - Nikkei - 2.1%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay Whipp
Nikkei ¥21,219.50 (-¥459.18 / -2.1%); Topix ¥1,589.81 (-¥30.64 / -1.9%); ¥/$112.50
Tags: SoftBank Group (9984 JT), Takeda (4502 JT), NEC (6701 JT), Huawei (pvt.), ZTE (763 HK), DoCoMo (9437 JT), Pioneer (6773 JT), Bang & Olufsen (BO DC), Alpine (6816 JT), Alps (6770 JT), Clarion (6796 JT), Faurecia (EO FP), JVC Kenwood (6632 JT), Nissan (7201 JT), Renault (RNO FP), Japan Display (6740 JT), Apple (AAPL US), Tianma Microelectronics (000050 CH), Netflix (NFLX US), CyberAgent (4751 JT), Heroz (4382 JT), Sumitomo Mitsui Financial Group (8316 JT), Bandai Namco (7832 JT)
Main Points at a Glance
• Wall St slide, weak GDP hits Tokyo equities
• 3Q GDP and the threat to QE
• Goodbye, Pioneer
• Nissan indicted for under-reporting of compensation
• Japan Display’s uphill battle continues
• CyberAgent falls despite AbemaTV winning “Google Play Best of 2018”
• Heroz’ shares bounce following stock split announcement
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
Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

Thao Nguyen

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