Report
Julie Boote ...
  • Pelham Smithers

PSA Today June 14: Perky / Future watch: our comment on breaking up Sony; Third Point again / Huawei into self-drive - Nikkei +0.40%

Japan Market Comment by Pelham Smithers and Julie Boote
Nikkei ¥21,116.89 (+¥84.89 / +0.40%); Topix ¥1,546.71(+¥5.21 / +0.34%); ¥/$108.33
Tags: Anritsu (6754 JT), Virtualex Holdings (6193 JT), Alibaba (BABA US), Amazon (AMZN US), Rakuten (4755 JT), Sony (6758 JT), M3 Inc (2413 JT), Sony Financial (8729 JT), Spotify (SPOT US), Olympus (7733 JT), Third Point (pvt), AMD (AMD US), Intel (INTC US), Nvidia (NVDA US), Texas Instruments (TXN US), Semco (009150 KS), Micron (MU US), STMicro (STM FP), Disney (DIS US), Fox (FOXA US), Zee Entertainment (Z IN), Nintendo (7974 JT), Hitachi Capital (8586 JT), Hitachi (6501 JT), Toyota (7203 JT), Huawei (pvt.), VW (VOW GR), Guangzhou Automobile Group (2238 HK), Beijing New Energy Automobile, part of BAIC group (1958 HK), Chongqing Changan Automobile (000625 CH), Tencent (700 HK), Alibaba (BABA US), Baidu (BIDU US)
Main Points
• Tokyo higher despite Asia weakness
• Breaking up Sony (revisited [again])
• Huawei working on self-driving car technology
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

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