Report
Pelham Smithers ...
  • William Nestuk

PSA Today May 22: Nikkei pauses / Murata / Automation names recover/ Sony analyst day a damp squib/Sony acquires EMI Publishing/Toyoda Gosei/Mitsubishi Electric puts out feelers towards partnering Pioneer - Nikkei -0.18%

Japan Market Comment by Pelham Smithers and William Nestuk
Nikkei ¥22,960.34 (-¥42.03 / -0.18%); Topix ¥1,809.57 (-¥4.18/ -0.73%); ¥/$110.9
Tags: Sony (6758 JP), Capcom (9697 JP), SBI Holdings (8473 JP), Murata (6981 JP), Yaskawa (6506 JP), Fanuc (6954 JP), Nabtesco (6268 JP), EMI Publishing, YouTube, Warner, Chappell, Universal, UMPG, Imagem, OffSpring, Island, NGK Spark Plug (5334 JP),Toyoda Gosei (7282 JP), Mitsubishi Electric (6503 JP), Pioneer (6773 JP)
• Nikkei slides as yen strengthens
o Broker upgrade on Murata
o Automation names recover
• Market unimpressed by Sony’s analyst day
• Sony to acquire EMI Publishing
• Toyoda Gosei holds an unsatisfactory analyst meeting
• Mitsubishi Electric and Pioneer as partners
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

William Nestuk

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