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

PSA Today July 16: Slide on worries / PSA's video game pecking order / Autos: China's hybrid policy change / Some robotics strength / LINE reports July 24 - Nikkei -0.69%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Nikkei ¥21,535.25 (-¥150.65 / -0.69%); Topix ¥1,568.74 (-¥7.57 / -0.48%); ¥/$108.3
Tags: Shiseido (4911 JT), Keyence (6861 JT), Toyota (7203 JT), Cosmos Pharmaceutical (3349 JT), MonotaRO (3064 JT), Sony (6758 JT), Bandai Namco (7832 JT), Nintendo (7974 JT), Nexon (3659 JT), Square Enix (9684 JT), Konami (9766 JT), Koei Tecmo (3635 JT),Capcom (9697 JT), Sega Sammy (6460 JT), DeNA (2432), Akatsuki (3932 JT), Klab (3656 JT), Mixi (2121 JT), GungHo (3765 JT), Gree (3632 JT), Gumi (3903 JT), Gravity (GRVY US), Yaskawa (6506 JT), Harmonic Drive Systems (6324 JT), Nabtesco (6268 JT), Fanuc (6954 JT), Daifuku (6383 JT), LINE (3938 JT)
Main Points
• Nikkei slides on earnings worries, stronger yen
• Video games industry pecking order updated
• China announces change in hybrid policy
• Some Robotics Strength
• LINE reports on July 24
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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