Report
Lindsay Whipp ...
  • Pelham Smithers

PSA Today Mar 11: Down on fiscal response worries / Sony's in-house PS4 exclusive on PC & Steam / WingArc1st's IPO pulled again / Microsoft Japan throws down the gauntlet in the ‘remote working’ software market; read-across to Cybozu – Nikk

Japan Market Comment by Pelham Smithers and Lindsay Whipp
Nikkei ¥19,416.06 (-¥451.06 / -2.27%); Topix ¥1,385.12 (-¥21.56 / -1.53%); ¥/$104.17
Tags: Central Japan Railway (9022 JT), Honda (7267 JT), Taiyo Yuden (6976 JT), MonotaRO (3064 JT), V-Cube (3681 JT), Oriental Land (4661 JT), Nintendo (7974 JT), Sony (6758 JT), Koei Tecmo (3635 JT), Square Enix (9684 JT), Microsoft (MSFT US), WingArc1st (4432 JT), Itochu Corp (8001 JT), Sansan Inc (4443 JT), Freee KK (4478 JT), Softbank Corp (9984 JT), Cybozu (4776 JT)
Main Points
• Nikkei slides on fiscal response worries
• Sony makes in-house PS4 exclusive available on PC / Steam
• WingArc1st pulls its IPO, again
• Microsoft Japan throws down the gauntlet in the ‘remote working’ software market
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
Lindsay Whipp

Pelham Smithers

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