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

PSA Today Jan 25: Good end to week/ Not so fast, Tencent/ Nissan and Renault BFF / 3Q previews for Fanuc, Asahi Kasei, CyberAgent - Nikkei +0.97%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥20,773.56 (+¥198.93 / +0.97%); Topix ¥1,566.10 (+¥13.50 / +0.87%); ¥/$109.79
Tags: Intel (INTC US), SK Hynix (000660 KS), Xilinx (XLNX US), Sumco (3436 JT), Disco (6146 JT), Screen (7735 JT), Tokyo Electron (8035 JT), Ferrotec (6890 JT), Japan Display (6740 JT), TPK Holding (3673 TT), Tencent (700 HK), Capcom (9697 JT), Square Enix (9684 JT), Nissan (7201 JT), Renault (RNO FP), Asahi Kasei (3407 JT), Hexcel Corporation (HXL US), Zoll Medical Sage Automotive Interiors (US, pvt.), Yaskawa (6506 JT), Fanuc (6594 JT), CyberAgent (4751 JT)
Main Points at a Glance
• Good end to the week
• “Functional Games” get approved in China
• All is well with the Alliance
• Previewing Asahi Kasei’s Q3
• Fanuc Q3 Preview: Poor results, decent orders?
• CyberAgent’s FY19 Q1 earnings preview
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

Thao Nguyen

William Nestuk

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