PSA Today Dec 2: Helpful China data / Nintendo to revise up? / Big week for Eisai ahead / Suzuki India struggling / W-Scope: local funding well received – Nikkei +1.01%
Japan Market Comment by Pelham Smithers, Julie Boote and Joel ScheimanNikkei ¥23,529.50 (+¥235.50 / +1.01%); Topix ¥1,714.49 (+¥15.13 / +0.89%); ¥/$109.64
Tags: Aeon (8267 JT), Ocado (OCDO LN), Daifuku (6383 JT), Harmonic Drive Systems (6324 JT), Sony (6758 JT), Nintendo (7974 JT), Square Enix (9684 JT), Gumi (3903 JT), Colopl (3668 JT), Murata (6981 JT), Eisai (4523 JT), BioArctic (BIOAB SS), Bristol-Myers Squibb (BMY US), Suzuki (7269 JT), Maruti Suzuki (MSIL LN), W-Scope (6619 JT), Noh & Partners Corporation (pvt.), Samsung SDI (006400 KS)
Main Points
• China data sends Tokyo higher
• Nintendo to revise up?
• Big week for Eisai ahead
• Corporate capex remains very healthy
• Suzuki India sales fall again in November
• W-Scope shares rise on local funding
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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