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

PSA Today Jun 4: Carrying on up... / Sony: lessons from Warner's IPO / Nidec's China R&D centre / Nabtesco's rise / Helpful all round: GA Technologies – Nikkei +0.36%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Nikkei ¥22,695.74 (+¥81.98 / +0.36%); Topix ¥1,603.82 (+¥4.74 / +0.30%); ¥/$109.07
Tags: Nissan Motor (7201 JT), Hoya (7741 JT), Tokyo Electron (8035 JT), Murata (6981 JT), Yakult (2267 JT), Daiwa House (1925 JT), Mitsubishi UFJ Financial (8306 JT), Toray (3402 JT), Ryohin Keikaku (7453 JT), Hazama Ando (1719 JT), Orix (8591 JT), Nintendo (7974 JT), Capcom (9697 JT), Sony (6758 JT), Warner Music (WMG US), Internet Initiative Japan (3774 JT), GA Technologies (3491 JT), Taisei Corp (1801 JT), SoftBank Corp (9434 JT), Kitanotatsujin (2930 JT), NEC (6701 JT), Rakuten (4755 JT), Sony Financial (8729 JT), Hitachi (6501 JT), Ricoh (7752 JT), Tencent (700 HK), Vivendi (VIV FP), Microsoft (MSFT US), SoftBank Group (9984 JT), Nidec (6594 JT), GAC (Guangzhou Automobile Group (2238 HK), Bosch (pvt.), Schaeffler (SHAU GR), Continental (CON GR), Nabtesco (6268 JT), Osaki Electric (6644 JT)
Main Points
• Topix overcomes US / China airline spat to close higher
• Readthrough for Sony from the Warner Music IPO
• Nidec opening R&D centre in China
• Nabtesco nears yearly high
• GA Technologies to partner with Taisei Housy
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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