Report

PSA Today Feb 22: Going with the flow / Apple souring on LCP? / Bowser takes over at Nintendo of America / NXC, Nexon / Keysight readthrough to Anritsu – Nikkei -0.18%

Japan Market Comment by Pelham Smithers
Nikkei ¥21,425.51 (-¥38.72 / -0.18%); Topix ¥1,609.52 (-¥3.98 / -0.25%) ¥/$110.77
Tags: Mercari (4385 JT), LINE (3938 JT), Yahoo Japan (4689 JT), Rakuten (4755 JT), Fujitsu (6702 JT), NEC (6701 JT), Nexon (3659 JT), Netmarble (251270 KS), Kakao (035720 KS), Tencent (700 HK), Nintendo (7974 JT), Murata (6981 JT), Apple (AAPL US), Kuraray (3405 JT), KDDi (9433 JT), Liberty Global (LBTYA US), Keysight (KEYS US), Anritsu (6754 JT)
Main Points at a Glance
• Tokyo goes with the flow, opening lower before recovering
• Is Apple souring on LCP?
• Bowser takes over at Nintendo of America
• Does the owner of NXC have to make a tender offer for Nexon?
• Keysight readthrough for Anritsu
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
Pelham Smithers

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