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

PSA Today Jul 19: Yen, Wall Street hinder / Streaming games: are Netflix and Sony collaborating? / Glory and leasing / Toyota's low profile at Olympics / Ferrotec's one-off gain – Nikkei -1.25%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Tags: Fanuc (6954 JT), Keyence (6861 JT), SMC (6273 JT) Chugai Pharmaceutical (4519 JT), Eisai (4523 JT), Showa Denko (4004 JT), Tokai Carbon (5301 JT), Hitachi (6501 JT), Seibu Holdings (9024 JT), I-plug (4177 JT), IDOM (7599 JT), Koa (6999 JT), Nippon Chemi-con (6997 JT), Nichicon (6996 JT), Z Holdings (4689 JT), Paytm, SoftBank Group (9984 JT), Netflix (NFLX US), Sony (6758 JT), Google (GOOG US), Glory (6457 JT), TB Group (6775 JT), Toyota Motor (7203 JT), Ferrotec (6890 JT)
Main Points
• Japan falls on strong yen and Wall Street’s decline
• Might Netflix be working with Sony on streaming games?
• Glory in PoS equipment leasing move
• Toyota keeps low profile at Olympics
• Ferrotec to post ¥7.5bil one-off gain from affiliate share issue
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
Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

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