- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today Dec 18: Bearish contagion/ Sony Pictures in US/ Calm at Nissan / FDK's small solid-state LiB/ Mercari in retreat/ GMO Internet to sell down stake in GMO Payment – Nikkei -1.82%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥21,115.45 (-¥391.43 / -1.82%); Topix ¥1,562.51 (-¥31.69 / -1.99%); ¥/$112.60
Tags: Takeda (4502 JT), Lilly (LLY US), Eisai (4523 JT), Hitachi (6501 JT), ABB (ABBN SW), MHI (7011 JT), SoftBank Corp (9434 JT), Nomura (8604 JT), Viacom (VIAB US), Sony (6758 JT), Nissan (7201 JT, Renault (RNO FP), FDK Corp (6955 JT), TDK (6762 JT), Murata (6981 JT), Mercari (4385 JT), OfferUp (pvt.), Poshmark (pvt.), eBay (EBAY US), LINE (3938 JT), Rakuten (4755 JT), Yahoo Japan (4689 JT), GMO Internet (9449 JT), GMO Payment Gateway (3769 JT), SBI Holdings (8743 JT)
Main Points at a Glance
• Bearish contagion as market closes in on 2018 lows
• Sony set to be No. 4 in US Box Office
• No panic among Nissan investors
• FDK’s small solid-state LiB
• Mercari to dissolve Mercari Europe and Merpay
• GMO Internet to sell down stake in GMO Payment
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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