Report
Joel Scheiman ...
  • Pelham Smithers
  • William Nestuk

PSA Today Jan 8: Higher / Sony's PS4 sales / Value blue chip tech cyclicals / Graphite electrode maker Tokai Carbon / Biotech shares shine / Early for Fanuc, Daikin? – Nikkei +0.82%

Japan Market Comment by Pelham Smithers, Joel Scheiman and William Nestuk
Nikkei ¥20,204.04 (+¥165.07 / +0.82%); Topix ¥1,518.43 (+¥5.90/ +0.39%); ¥/$108.80
Tags: SoftBank (9984 JT), WeWork (pvt.), Tokai Carbon (5301 JT), Showa Denko (4004 JT), Sosei Group Corp (4565 JT), Olympus (7733 JT), Shiseido (4911 JT), Kao (4452 JT), Sony (6758 JT), Nintendo (7974 JT),Takeda (4502 JT), Chubu EP (9502 JT), Astellas (4503 JT), Unicharm (8113 JT), Murata (6981 JT), Hoya (7741 JT), Nidec (6594 JT), SanBio (4592 JT), Sumitomo Dainippon Pharma (4506 JT), Sunovion Pharmaceuticals (US, pvt.), Daikin (6367 JT), Fanuc (6954 JT)
Main Points
• Tokyo higher but gains limited
• Sony sells 5.6mil PS4s over holiday period
• Value blue chip tech cyclicals off to a good start
• Graphite electrode maker shares surge
• Biotech shares popular again
• Daikin and Fanuc—too early?
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

William Nestuk

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