PSA Today Jan 15: Devil in US-China trade detail / SQE delays games releases/ Kitanotatsujin 3Q OP +56% / Fujifilm bid for Curium? / Naphtha unit woes at Asahi Kasei+Mtb Chem JV / Asahi Kasei and Seki Chem weak housing orders / Sansan's H1
Japan Market Comment by Pelham Smithers, Joel Scheiman and Lindsay WhippNikkei ¥23,916.58 (-¥108.59 / -0.45%); Topix ¥1,731.06 (-¥9.47 / -0.54%); ¥/$109.92
Tags: NEC (6701 JT), IHI (7013 JT), Sony (6758 JT), Money Forward (3994 JT), Kitanotatsujin (2930 JT), Create Restaurants (3387 JT), S-Pool (2471 JT), Toho Co (9602 JT), Square Enix (9684 JT), Disney (DIS US), Fujifilm Holdings (4901 JT), Curium Pharma (France, pvt.), CapVest (UK, pvt.) IBA Molecular (PE), Hitachi (6501 JT), Asahi Kasei (3407 JT), Mitsubishi Chemical Holdings (4188 JT), Sekisui Chemical (4204 JT), Sansan (4443 JT), Wingarc1st (pvt.), Refinitiv (pvt.)
Main Points
• Topix sees profit taking as US-China trade agreement looms
• Square Enix delays console game releases
• Kitanotatsujin 3Q OP +56% YoY
• Fujifilm reportedly bidding for Curium
• Asahi Kasei, Mitsubishi Chemical naphtha unit trouble
• Asahi Kasei and Sekisui Chemical, weak housing orders
• Sansan has steady FY19 H1, forms tie-up with Refinitiv
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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