PSA Today Feb 4: Copying China's lift / 3Qs for Sony, Capcom / 4Q Global Smartphone Shipments / Mercari and Docomo Partnership / TIS Q3 Preview - Nikkei +0.49%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥23,084.59 (+¥112.65 / +0.49%); Topix ¥1,684.24 (+¥11.58 / +0.69%); ¥/$108.80
Tags: Internet Initiative Japan (3774 JT), Cybozu (4776 JT), TIS Inc (3626 JT), Sansan Inc (4443 JT), Murata (6981 JT), Panasonic (6752 JT), Shionogi (4507 JT), DTS Corp (9682 JT), Konica Minolta (4902 JT), Hoya (7741 JT), Ube Industries (4208 JT), Mercari (4385 JT), NTT DoCoMo (9437 JT), Nexon (3659 JT), Sony (6758 JT), SRE Holdings (2980 JT), Capcom (9697 JT), Square Enix (9684 JT), Huawei (pvt), Apple (AAPL US), Samsung Electronics (005930 KS), Realme (pvt.), Xiaomi (1810 HK), Lenovo (992 HK), Mercari (4385 JT), NTT DOCOMO (9437 JT), LINE Corp (3938 JT), SoftBank Corp (9434 JT), Z Holdings (4689 JT), KDDI (9433 JT), Lawson Inc (2651 JT), SCSK (9719 JT), Obic (4684 JT), Nomura Research Institute (4307 JT), Mitsubishi UFJ Financial Group (8306 JT)
Main Points
• Tokyo gains on the back of rise in HK, China markets
• Sony delivers solid but unexciting FY19 3Q
• Capcom’s FY19 3Q OP +51% YoY
• 2019 4Q Global Smartphone Shipments +3% YoY
• Mercari and NTT DOCOMO to form a partnership
• TIS Inc: Looking for outperformance in FY19 Q3
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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