PSA Today Mar 13: So many interesting stories/Capcom upgrade/Murata's S9 socket win/SoftBank : Charter in play; Uber out of Asia?/KHI recovery/NOK opportunities - Nikkei +0.7%
Japan Market Comment by Pelham Smithers and William NestukNikkei ¥21,968.10 (+¥144.07 / +0.7%); Topix ¥1,751.03 (+¥9.73/ +0.6%); ¥/$106.76
Tags: Universal Entertainment (6425 JP), Wynn (WYNN US), Capcom (9697 JP), MonotaRO (3064 JP), Tokyo Seimitsu (7729 JP), Poletowin Pitcrew (3657 JP), Kakaku.com (2371 JP), Colopl (3668 JP), Square Enix (9684 JP), Warner Brothers (TWX US), Samsung (005930 KS), Murata (6981 JP), Broadcom (AVGO US) Skyworks (SWKS US), Qualcomm (QCOM US), Softbank (9984 JP), Charter Communication (CHTR US), Sprint (S US), T-Mobile (TMUS US), Liberty Media (FWONA US), Alibaba (BABA US), Flipkart, SnapDeal, Uber, Grab, Ola, Comfort Delgro (CD SP), KHI (7012 JP),West Japan Railway (9021 JP), East Japan Railway (9020 JP), NOK (7240 JP), Apple (AAPL US), Catcher Technology (2474 TT), Pegatron (4938 TT)
Main Points at a Glance
• Nikkei rallies as yen weakness offsets scandal worries
• Capcom upgrade; we identify four wild card elements
• New Tomb Raider movie opens this week
• Murata in S9+ socket win
• SoftBank puts Charter back into play
• Is SoftBank pushing Uber out of Asia?
• KHI rebounds on status quo
• Good iPhone 7, 8 sales a plus for NOK
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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