Report
Joel Scheiman ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today Jan 19:Looking towards 3Q/Nintendo, Switch, and Labo/Colopl Conundrum/ Konica Minolta in Healthcare/Nissha fights back/Mercari IPO - Nikkei +0.19%

Japan Market Comment by Pelham Smithers, Thao Nguyen and Joel Scheiman

Nikkei ¥23,808.06 (+¥44.69 /+0.19%); Topix ¥1,889.74 (+¥12.88 / +0.69%); ¥/$110.89

Tags: Yaskawa (6506 JP), Tokyo Steel (5423 JP), Nidec (6594 JP), Konica Minolta (4902 JP), Apple (AAPL US), Sony (6758 JP), Alps (6770 JP), TDK (6762 JP), GMO Internet (9449 JP), SBI Holdings (8473 JP), Digital Garage (4819 JP), Kitanotatsujin (2930 JP), Nintendo (7974 JP), Colopl (3668 JP), KLab (3656 JP), Glu Mobile (GLUU US), Bandai Namco (7832 JP), Konami Holdings (9766 JP), Nissha Co Ltd. (7915 JP), TSMC (2330 TT), Yahoo Japan (4689 JP)

Main Points at a Glance

·       Topix up 0.7% on hopes of strong 3Q results season

·       Will Labo extend Nintendo Switch market?

·       How bad can it get for Colopl?

·       Jury still out on Konica Minolta’s healthcare acquisitions

·       Nissha can look forward to a better next week

·       Mercari may IPO in June

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

Pelham Smithers

Thao Nguyen

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch