- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today June 4: Confidence returns / Japan's capex surge / Nintendo assessed / IIJ's important crypto move / US May auto sales / Petrochem spreads exceeding guidance / Kakaku's new pricing plan success - Nikkei +1.37%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥22,475.94 (+¥304.59 / +1.37%); Topix ¥1,774.69 (+¥25.52 / +1.46%); ¥/$109.63
Tags: Toyota (7203 JP), Denso (6902 JP), Marklines (3901 JP), Fanuc (6954 JP), Toyota Tsusho (8015 JP), Sumitomo Metal Mining (5713 JP), Murata (6981 JP), SBI Holdings (8473 JP), Renesas (6723 JP), Yamazaki Baking (2212 JP), Square Enix (9684 JP), Nintendo (7974 JP), TPC, Niantic, Bandai Namco (7832 JP) Illumination, Tencent (700 HK), Sony (6758 JP), Activision (ATVI US), EA (EA US), Net Ease (NTES US), Nexon 3659 JP), Take Two (TTWO US), Ubisoft (UBI FP), IIJ (3774 JP), Bic Camera (3048 JP), JR East (9020 JP), Dai-ichi Life (8750 JP), Nomura Securities (8604), MUFG (8306 JP), SMBC (8316 JP), Honda (7267 JP), Nissan (7201 JP). Subaru (7270 JP). Mazda (7261 JP), Mitsubishi Motors (7211 JP), Asahi Kasei (3407 JP), Mitsui Chemicals (4183 JP), Sumitomo Chemical (4005 JP), Mitsubishi Chemical Holdings (4188 JP), Ube Industries (4208 JP), Kakaku.com (2371)
Main Points at a Glance
• Nikkei gains 300 points as investor confidence returns, dollar strengthens
• Japan capex set to surge in FY18
• Nintendo shares slump
• IIJ in massive crypto exchange move
• US auto sales drop below 17mil units in May
• Petrochemical spreads are exceeding guidance
• Kakaku.com: 25,000 restaurants have signed up for the new pricing plans
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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