PSA Today Dec 18: TPX 26-yr high/Video Game Prospering/ Chugai's Hemlibra sees Injunction from Shire/PS4 Outsells Newer Xbox/Resonant's SAW Socket Win, Implications for Murata, Taiyo Yuden/Toyota 10 EVs by 2020
PSA Today Dec 18: Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥22,901.77 (+¥348.55 / +1.55%); Topix ¥1,817.90(+¥24.43 / +1.36%); ¥/$112.66
Tags: Square Enix (9684), Capcom (9697), Konami (9766), Chugai (4519), Shire (SHP LN), Roche (ROG SW), Sony (6758), Microsoft (MSFT US), Resonant (RESN US), China Mobile (941 HK), Murata (6981), Taiyo Yuden (6976), Toyota (7203), Mazda (7261), Denso (6902), Panasonic (6752), Daikin (6367), Organo (6368), IHI (7013), MHI (7011), KHI (7012)
• Topix hits new 26-year high on US tax bill passage hopes
• Video game stocks higher as consoles in strong demand
• Shire files injunction on Chugai’s Hemlibra
• Sony’s PS4 outsells newer Xbox
• Resonant gets SAW socket win – implications for Murata / Taiyo Yuden
• Toyota: 10 EVs by early 2020s
• Daikin’s new listing high
• Heavy notes
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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