Pelham Smithers Associates Ltd - PSA Today Dec 15: Lower/5G Competition/Cryptocurrency/3 or 4 Wireless Players Discussed, Rakuten/eSport Licenses: Consequences/US Nov video Games #s/Carbon Shares Up, Steels Down/Clever, Timely Kakaku.com - Nik

Report

Pelham Smithers Associates Ltd

Pelham Smithers

PSA Today Dec 15: Lower/5G Competition/Cryptocurrency/3 or 4 Wireless Players Discussed, Rakuten/eSport Licenses: Consequences/US Nov video Games #s/Carbon Shares Up, Steels Down/Clever, Timely Kakaku.com - Nik

PSA Today Dec 15: Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao Nguyen
Nikkei ¥22,553.22 (-¥141.23 / -0.62%); Topix ¥1,793.47 (-¥14.67 / -0.81%); ¥/$112.25
Tags: DoCoMo (9437), KDDi (9432), SoftBank (9984), Comsys (1721), Mirait Holdings Corp (1417) Kyowa Exeo (1951), SBI Holdings (8473), Solxyz (4284), GMO Internet (9449), NEC (6701), Rakuten (4755), Sprint (S US), Verizon (VZ US) AT&T (T US), T-Mobile (TMUS US), Capcom (9697), Konami (9766), Nintendo (7974), Activision (ATVI US), Electronic Arts (EA US), Sony (6758), Showa Denko (SDK, 4004), Tokai Carbon (5301), Tokyo Steel (5423), Kakaku.com (2371)
• Nikkei lower led by slumping telco names on 5G competition
• Cryptocurrency / blockchain continues to entice investors
• Is a fourth player in wireless really a problem for the other three?
• Cryptocurrency / blockchain continues to entice investors
• Japan set to allow eSport licenses
• US November video game sales +30% YoY
• Carbon shares surge on price hikes, steel makers slump
• Kakaku.com: new pricing plans are selling well

15/12/2017 6 EN

Provider

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.

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Analysts

Pelham Smithers

Other Reports from Pelham Smithers Associates Ltd

Hiroyuki Terada ... (+7)

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Julie Boote

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As the US is introducing new import tariffs, the auto sector is among the worst hit in corporate Japan. Japanese automakers are set to book major losses related to tariffs, leading to substantial FY25 earnings’ declines. Yet, after an initial negative stock market reaction, share prices have recovered close to or above pre-tariff levels. Analyst Julie Boote investigates.

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Hiroyuki Terada ... (+6)

Hiroyuki Terada
Julie Boote
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PSA in the Press / PSA Today 15 Aug: Strong market / Q2 GDP/ AMAT weak guidance / Fujikura, SEI ATHs / Appier Q2, PKSHA Q3, Park24 July KPIs – Nikkei 225 +1.71% | ¥$147.17

PSA Today Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk, Thao Nguyen, Lindsay Whipp and Hiroyuki Terada Tags: MUFG (8306 JT), SMFG (8316 JT), SoftBank Group (9984 JT), Furukawa Electric (5801 JT), Fujikura (5803 JT), SRE Holdings (2980 JT), PKSHA (3993 JT), Appier (4180 JT), Kakaku.com (2371 JT), ZOZO (3092 JT), Timee (215A JT), Applied Materials (AMAT US), Tokyo Electron (8035 JT), Lasertec (6920 JT), ASML (ASML NA), Screen HD (7735 JT), Ulvac (6728 JT), Advanced Micro Devices (AMD US), Nvidia (NVDA US), Broadcom (AVGO US), Samsung Electronics (005930 KS), Apple (AAPL ...

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PSA Today Dec 15: Lower/5G Competition/Cryptocurrency/3 or 4 Wireless Players Discussed, Rakuten/eSport Licenses: Consequences/US Nov video Games #s/Carbon Shares Up, Steels Down/Clever, Timely Kakaku.com - Nik

The PSA Research Round-Up for the Week to 15 August 2025

PSA Autos / New Mobility: Large US Import Tariff Hit Dismissed by Markets

PSA in the Press / PSA Today 15 Aug: Strong market / Q2 GDP/ AMAT weak guidance / Fujikura, SEI ATHs / Appier Q2, PKSHA Q3, Park24 July KPIs – Nikkei 225 +1.71% | ¥$147.17

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