Report
Joel Scheiman ...
  • Pelham Smithers
  • Thao Nguyen

PSA Today Mar 27: 180pts of ex-div payments / Casino regs / KDDi and 5G / Saturated SAP markets / Nexon's AI work – Nikkei -0.23%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao Nguyen
Nikkei ¥21,378.73 (-¥49.66 / -0.23%); Topix ¥1,609.49 (-¥8.45 / -0.52%); ¥/$110.64
Tags: Sony (6758 JT), Sega Sammy (6460 JT), KDDi (9433 JT), Huawei (pvt.), NTT (9432 JT), Rakuten (4755 JT), NEC (6701 JT), Sanyo Chemical (4471 JT), Nippon Shokubai (4114 JT), Sumitomo Seika (4008 JT), LG Chemical (051910 KS), Nexon (3659 JT), NXC Corp (pvt.)
Main Points
• Japanese shares rally after ex-div-impacted start
• Casino regulations generally as telegraphed
• KDDi to launch 5G in the autumn
• Saturated SAP markets
• Nexon uses AI in live-game operations
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
Joel Scheiman

Pelham Smithers

Thao Nguyen

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