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

PSA Today Jan 26: N225 Fails to Hold 24k/Shin-Etsu Revises Up/IIJ Soars/Internepcon Jpn: Auto, Data Center Comm'n / Fabulous Fanuc / Suzuki Falls on Maruti Suzuki Earnings, Royalty Payments / Self-Driving Cars

PSA Today Jan 26: Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥23,631.88 (¥37.61 / -0.16%); Topix ¥1,879.39 (-¥16.67 / -0.88%); ¥/$108.94
Tags: Internet Initiative Japan (3774 JP), Nomura (8604 JP), Daiwa Securities (8601 JP), JR East (9020 JP), Dentsu (4324 JP), Shin-Etsu Chemical (4063 JP), Hitachi Chemical (4217 JP), Sumitomo Bakelite (4203 JP), Fanuc (6954 JP), Tesla (TSLA US), General Motors (GM US), Nissan (7201 JP), Toyota (7203 JP), Honda (7267 JP), Suzuki (7269 JP), Maruti Suzuki (MSIL IN), CyberAgent (4751 JP), Nintendo (7974 JP)
Main Points at a Glance
• N225 failed to close the week above 24,000
• Shin-Etsu Chemical revises up, at long last
• IIJ bought up on the digital currency
• Internepcon Japan exhibit Part 4: Auto and data center communication
• Fanuc Fast-Forward confirmed
• Suzuki falls on weaker than expected Maruti Suzuki earnings and new royalty payment arrangements
• Self-driving cars in the spotlight
• CyberAgent’s results make for good viewing

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

Thao Nguyen

William Nestuk

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