PSA Today Dec 16: Market consolidation / The US Video Game Market / Shin-Etsu looks well positioned for FY20 - Nikkei -0.29%
Japan Market Comment by Pelham Smithers and Joel ScheimanNikkei ¥23,952.35 (-¥70.75 / -0.29%); Topix ¥1,736.87 (-¥3.11 / -0.18%); ¥/$109.50
Tags: Net One Systems (7518 JT), NS Solutions (2327 JT), SanBio (4592 JT), Sumitomo Dainippon Pharma (4506 JT), Daiichi Sankyo (4568 JT), NuFlare (6256 JT), Hoya (7741 JT), Sony (6758 JT), KDDI (9433 JT), Lawson (2651 JT), SoftBank Crop (9434 JT), Z Holdings (4689 JT), LINE (3938 JT), SoftBank Group (9984 JT), OneConnect (OCFT US), ZhongAn Online (6060 HK), GameStop (GME US), PUBG Corp (pvt.), Activision (ATVI US), Take Two (TTWO US), Electronic Arts (EA US), Capcom (9697 JT), Square Enix (9684 JT), Koei Tecmo (3635 JT), CD Projekt (CDR PW), Gumi (3903 JT), Bandai Namco (7832 JT), Nintendo (7974 JT), Shin-Etsu Chemical (4063 JT) Shintech, Corning (GLW US), TSMC (2230 TT), JSR (4185 JT), Tokyo Ohka Kogyo (4186 JT)
Main Points
• Nikkei consolidates following trade deal machinations
• Cyclical and structural issues in US video game market
• Shin-Etsu Chemical looks well positioned for FY20
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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