Report
Pelham Smithers ...
  • Thao Nguyen

PSA Today Mar 26: Rally after weak open/ Capcom's slot travails/Sony's box office successes/China 2025 a problem for Asia, too / Yahoo Japan to acquire 40% of BitARG Exchange Tokyo? - Nikkei +0.72%

Japan Market Comment by Pelham Smithers and Thao Nguyen
Nikkei ¥20,766.10 (+¥148.24 / +0.72%); Topix ¥1,671.32(+¥6.38/ +0.38%); ¥/$104.98
Tags: Shiseido (4911 JP), Unicharm (8113 JP), Fanuc (6954 JP), Keyence (6861 JP), Omron (6645 JP), Recruit (6098 JP), CareerIndex (6538 JP), Matching Service Japan (6539 JP), TKC (9746 JP), IIJ (3774 JP), Fujitsu (6702 JP), Oracle Japan (4716 JP), Hikari Tsushin (9435 JP), Vision Inc (9416 JP), Cyber Com (3852 JP), V-Cube (3681 JP), Capcom (9697 JP), Sony (6758 JP), Toshiba (6502 JP), Yahoo Japan (YJ, 4689 JP), BitARG Exchange Tokyo, Rakuten (4755 JP), SoftBank (9984 JP), Japan Net Bank, Coincheck

Main Points at a Glance
• Market rallies after weak opening, as domestic tech continues to be bought by retail investors
• Capcom struggling to get slots out in time for book close
• Sony has another box office hit with Peter Rabbit; studio ranked No. 2 in 2018 US box office, YTD
• China 2025 causing concern in Asia, too
• Yahoo Japan to acquire 40% of BitARG Exchange Tokyo?
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
Pelham Smithers

Thao Nguyen

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