Report
Julie Boote ...
  • Pelham Smithers
  • Thao Nguyen
  • William Nestuk

PSA Today May 9: Trump and Iran/Oasis, Alps, Alpine / Comsys / Bandai Namco / Colopl / SoftBank / Wages / Toyota / Minebea / Ichikoh / Daikin/ Recruit, Glassdoor – Nikkei -0.44%

Japan Market Comment by Pelham Smithers, Julie Boote, William Nestuk and Thao Nguyen
Nikkei ¥22,408.88 (-¥99.81/ -0.44%); Topix ¥1,772.91(-¥6.91 / -0.39%); ¥/$109.51
Tags: Takeda (4502 JP), Capcom (9697 JP),Tokai Carbon (5301), Showa Denko (4004 JP), Toyota (7203 JP), Oasis (pvt), Alpine (6816 JP), Alps (6770 JP), Comsys Holdings (1721 JP), Sysken (1933 JP), NDS (1956 JP), Hokuriku Denwa Kouji (1989 JP), Bandai Namco (7832 JP), Colopl (3668 JP), SoftBank (9984 JP), Sprint (S US), Yahoo Japan (4689 JP), Honda (7267 JP), Minebea Mitsumi (6479 JP), Nintendo (7974 JP), Ichikoh (7244 JP), Daikin (6367 JP), Recruit Holdings (6098 JP), Glassdoor (pvt.)
Main Points at a Glance
• Nikkei slides as Trump pulls out of Iran deal
• Oasis steps up pressure on Alps / Alpine deal
• Comsys in triple acquisition move
• Bandai Namco smashes FY17 numbers, but underwhelms on forecasts
• Colopl 2Q falls short
• SoftBank 4Q FY17 OP at top end of range
• Wages jump in March
• Toyota surprises market with upbeat forecast
• Minebea falls to October levels
• Ichikoh brightens to a record high
• Daikin guides for strong sales despite ¥105/USD
• Recruit to acquire Glassdoor
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
Julie Boote

Pelham Smithers

Thao Nguyen

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch