Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today Dec 20: Lower after trade deal / Sosei investigation ongoing / SRE vs GA Tech / NTT Data's very mixed week - Nikkei -0.20%

Japan Market Comment by Pelham Smithers, Julie Boote, and Lindsay Whipp
Nikkei ¥23,816.63 (-¥48.22 / -0.20%); Topix ¥1,7333.07 (-¥3.04 / -0.18%); ¥/$109.33
Tags: Sony (6758 JT), Sansan (4443 JT), Internet Initiative Japan (3774 JT), TIS Inc (3626 JT), MonotaRO (3064 JT), NuFlare Technology (6256 JT), Toshiba (6502 JT), Hoya (7741 JT), Jeol Ltd (6951 JT), Sosei (4565 JT), SRE Holdings (2980 JT), Katitas Co (8919 JT), Rightmove (RMV LN), Z Holdings (4689 JT), Daikyo (pvt.), Taisei Corp (1801 JT), Toho House (pvt.), Royal Housing (pvt.), M3 (2413 JT), GA Technologies (3491 JT), Zoopla (pvt.), SoftBank Group (9984 JT), SoftBank Corp (9434 JT), NTT Data (9613 JT), Japan Information Processing Service (sub.), UiPath (pvt.), Automation Anywhere (pvt.), NTT Corp (9432 JT), NETE (US, pvt.)
Main Points
• Japan lower on US trade deal
• Investigation into Sosei’s muscarinic AD program is ongoing
• SRE vs GA Technology: Choice in the Japanese Property Website Market
• NTT Data subsidiary still struggling to fully recover data from cloud storage failure
Provider
Pelham Smithers Associates Ltd
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. 

Analysts
Julie Boote

Lindsay Whipp

Pelham Smithers

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