Report
Joel Scheiman ...
  • Julie Boote
  • Lindsay Whipp
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today Jan 24: Plenty of stock action / MMC, Shin-Etsu, NOK, Mixi 3Q previews / Nexon ownership/ Medical records, SaaS, Fujitsu - Nikkei -0.09%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay Whipp
Nikkei ¥20,574.63(-¥19.09 / -0.09%); Topix ¥1,552.60 (+¥5.57 / +0.36%); ¥/$109.62
Tags: SK Hynix (000660 KS), Advantest (6857 JT), Tokyo Electron (8035 JT), Sumco (3436 JT), Screen (7735 JT), Nikon (7731 JT), ASML (ASML NA), Carl Zeiss SMT (unl.), Tokai Carbon (5301 JT), Showa Denko (4004 JT), KDDi (9433 JT), Kabu.com (8703 JT), SBI Holdings (8473 JT), SBI Securities (pvt), Recruit Holdings (6098 JT), Toppan Printing (7911 JT), En-Japan Inc (4849 JT), Google (GOOGL US), Mitsubishi Motors (7211 JT), Nissan (7201 JT), Shin-Etsu Chemical (4063 JT), Shintech, TSMC (2330 TT) , GlobalWafers (6488 TT), Shin-Etsu Polymer (7970 JT), NOK (7240 JT), Apple (AAPL US), Mixi (2121 JT), Tencent (700 HK), Sony (6758 JT), Nexon (3659 JT), Hillhouse Capital, KKR & Co, NXC Corp, Fujitsu (6702 JT), Texas Instruments (TXN US), NTT Data (9613 JT), TIS (3626 JT)
Main Points at a Glance
• A lackluster finish for the Nikkei 225 but plenty of stock action
• Positive sales development for Mitsubishi Motors in Q3; preview
• Previewing Shin-Etsu’s Q3
• NOK cuts again and shares rise 2.7% to YTD high
• Mixi’s FY18 Q3 earnings preview
• Nexon surges as Tencent and PE firms reportedly weigh potential bids
• Fujitsu to introduce cloud-based document storing / sharing product for clinical trial sites
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

Lindsay Whipp

Pelham Smithers

Thao Nguyen

William Nestuk

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