Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today Jan 12: Conflicting currents/Foreign buying pattern/GMO Internet's Bitcoin mining/Honda's latest 'Insight' iteration/ Toray's textiles/Fanuc in 2018/Daikin stalls -Nikkei -0.24%

pelhamsmithers.associates

 

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk

Nikkei ¥23,653.82 (-¥56.61 / -0.24%); Topix ¥1,876.24 (-¥11.85 / -0.63%); ¥/$111.24

Tags: Fast Retailing (9983 JP), Cosmos Pharm (3349 JP), GungHo (3765 JP), KLab (3656 JP), Capcom (9697), GMO Internet (9449 JP),  Honda (7267 JP), Toyota (7203 JP), Toray (3402 JP), Fanuc (6954 JP), Nabtesco (6268 JP), Yaskawa Electric (6506 JP), SMC (6273 JP,  Daifuku (6383 JP), Daikin (6367 JP)

 

Main Points at a Glance

·       Market slides on yen strength, mixed retail results

·       Can foreign buying of Japanese equities last?

·       Can GMO Internet make money from Bitcoin mining?

·       Honda’s new Insight: Third Time Lucky?

·       Toray’s textiles explanation fails to inspire

·       Fanuc Fast-Forward in 2018; Daikin Stalls

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

Julie Boote

Pelham Smithers

William Nestuk

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