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

PSA Today Feb 27: Tokyo up, Asia off / Nintendo's share buy-back issue/ Foldable phones and the supply chain / Pasona and Benefit One – Nikkei +0.50%

Japan Market Comment by Pelham Smithers, Joel Scheiman, and Lindsay Whipp
Nikkei ¥21,556.51 (+¥107.12 / +0.50%); Topix ¥1,620.42 (+¥3.22 / +0.20%); ¥/$110.56
Tags: Showa Denko (4004 JT), Tokai Carbon (5301 JT), Nintendo (7974 JT), CyberAgent (4751 JT), DeNA (2432 JT), Alphabet (GOOG US), Tencent (700 HK), Microsoft (MSFT US), Samsung (005930 KS), Huawei (pvt.), Hodogaya Chemical (4112 JT), Ube Industries (4208 JT), Sumitomo Chemical (4005 JT), Mitsubishi Chemical Holdings (4188 JT),TDK (6762 JT), Japan Display (6740 JT), Apple (AAPL US), Pasona (2168 JT), Benefit One (2412 JT)
Main Points
• Tokyo makes gains before Asia markets sell off
• Nintendo and the share buyback issue
• Foldable phones and the supply chain
• Pasona urged by AIM&R to end value destruction by either spinning off or merging subsidiary Benefit One
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

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