PSA Today June 15: BoJ helpful, yen weaker, market up / MLCC names soar / Activision and SQE: reciprocal learning / Ohara's brighter prospects / Rakuten cuts its Mobile prices - Nikkei +0.50%
Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao NguyenNikkei ¥22,851.75 (+¥113.14 / +0.50%); Topix ¥1,789.04 (+¥5.15 / +0.29%); ¥/$110.90
Tags: Murata (6981 JP), Taiyo Yuden (6976 JP), TDK (6762 JP), Yageo (2327 TT), Apple (AAPL US), Skyworks (SWKS US), Activision (ATVI US), Square Enix (9684 JP), Ohara (5218 JP), Toyota (7203 JP), Rakuten (4755 JP), NTT Docomo (9437 JP), KDDI (9433 JP), SoftBank (9984 JP)
Main Points at a Glance
• Nikkei closes week on up note, as Yen weakens again
• MLCC names soar
• With Activision learning from Square Enix, Can Square Enix learn from Activision?
• Ohara’s Prospects Brighten Significantly
• Rakuten to Cut Rakuten Mobile’s Prices
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.
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