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

PSA Today May Day: Sprint, TMUS and SoftBank / Subaru set for a lucky escape / Fujifilm Xerox deal snared in the NYC courts / Nabtesco; NGK; Fanuc / GREE becoming more like CyberAgent – Nikkei +0.18%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥22,508.03 (+¥40.16 / +0.18%); Topix ¥1,774.18 (-¥3.05 / -0.17%); ¥/$109.39
Tags: Apple (AAPL US), Fanuc (6954 JP), Nidec (6594 JP),Yahoo Japan (4689 JP), Maxell (6810 JP), Sony (6758 JP), Foster (6794 JP), Start Today (3092 JP), Hitachi (6501 JP), SBI Holdings (8473 JP), Murata (6981 JP), T-Mobile (TMUS US), Sprint (S US), Takeda (4502 JP), Shire (SHP LN), Deutsche Telekom (DTE GR), Charter (CHTR US), Subaru (7270 JP), Fujifilm Holdings (4901 JP), Xerox Corp (XRX US), Nabtesco (6268 JP), NGK Spark Plug (5334 JP), SMC (6273 JP), Daifuku (6383 JP), Omron Corp (6645 JP), Yaskawa (6506 JP), Gree (3632 JP), CyberAgent (4751 JP)
Main Points at a Glance
• Reactions to the slew of results out last Friday as we head into a 2-day week in Japan for Golden Week
• Sprint, TMUS and SoftBank
• Subaru set for a lucky escape as emission data manipulation confirmed
• BNY Court Temporarily Blocks Fujifilm Xerox Deal
• Nabtesco shifts to low gear
• NGK Spark continues to ascend
• Fanuc strong today versus other automation plays
• GREE is becoming more like CyberAgent
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

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