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

PSA Today June 6: Weak again / 8K TVs - why they matter / Fiat Chrysler walks away from Renault / Rakuten, Line tie-up on cashless payments / DeNA bought up to rich valuations on Mario Kart – Nikkei -0.01

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Nikkei ¥20,774.04 (-¥2.06 / -0.01%); Topix ¥1,524.91 (-¥5.17 / -0.34%); ¥/$108.14
Tags: Murata (6981 JT), Tokyo Electron (8035 JT), Isuzu (7202 JT), Bridgestone (5108 JT), Sumitomo Rubber (5110 JT), Yokohama Rubber (5101 JT), Toyo Tire (5105 JT), Sony (6758 JT), Samsung Electronics (005930 KS), Microsoft (MSFT US), Google (GOOG US), Fiat Chrysler (FCAU US), Renault (RNO FP), Nissan (7201 JT), Mitsubishi Motors (7211 JT), Rakuten (4755 JT), LINE (3938 JT), East Japan Railway (9020 JT), Visa Inc (V US), DeNA (2432 JT), Nintendo (7974 JT)
Main Points
• Weak market on trade issues, Yen strength and global growth concerns
• 8K TVs: why they matter
• Fiat Chrysler walks away from Renault: Nissan seen as deal breaker
• Rakuten and LINE up following announcements of cashless payment tie-ups
• DeNA: Racing ahead on high hopes for Mario Kart Tour
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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