Report
Joel Scheiman ...
  • Lindsay Whipp
  • Pelham Smithers
  • William Nestuk

PSA Today Feb 21: Mixed Day Boosted by HK / Samsung's Big Unfold / Video Game Sales in the US / Heroz to Provide AI for Bandai Namco's Zenonzard / JDI Prospects Hinged on New Partner / Komatsu: No More LAVs for MoD – Nikkei +0.15%

Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Lindsay Whipp
Nikkei ¥ 21,464.23 (+¥32.74 / +0.15%); Topix ¥1,613.50 (+¥0.03 / +0.00%) ¥/$110.72
Tags: Fujitsu (6702 JT), NEC (6701 JT), Murata (6981 JT), Samsung Electronics (005930 KS), Apple (AAPL US), Komatsu (6301 JT), HCM (6305 JT), Caterpillar (CAT US), Qualcomm (QCOM US), Google (GOOG US), Wacom (6727 JT), Sony (6758 JT), TDK (6762 JT), Take Two (TTWO US), Electronic Arts (EA US), Activision (ATVI US), Nintendo (7974 JT), Square Enix (9684 JT), Capcom (9697 JT), Tencent (700 HK), Heroz (4382 JT), Bandai Namco (7832 JT), Japan Display (6740 JT), Tianma (000050 CH), IHI (7013 JT)
Main Points at a Glance
• Mixed market boosted by strength in HK equities
• Samsung’s big unfold
• Video game sales down in US in January – NPD
• Heroz’ shares receive much-needed boost after Bandai card game announcement
• Japan Display’s prospects hinge on a new partner
• Komatsu to halt the development of Light Armoured Vehicles for the Ministry of Defence
• IHI sell-off on flat FY19 analysis Q4
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
Joel Scheiman

Lindsay Whipp

Pelham Smithers

William Nestuk

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