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

PSA Today Nov 12: Smaller auto assemblers: pressure/ JSR Life Sciences / JDI lowers Guidance/ Daifuku stars / mixi cuts FY18 – Nikkei +0.09%

Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥22,269.88 (+¥19.63/ +0.09%); Topix ¥1,671.95 (-¥.1.03 / -0.06%); ¥/$114.05
Tags: Tags: Alibaba (BABA US), SoftBank (9984 JP), Ishihara Sangyo (4028 JP), Taiyo Yuden (6976 JP), Murata (6981 JP), NOK (7240 JP), Mitsui Mining (5706 JP), CyberAgent (4751 JP), Netflix (NFLX US), iStyle (3660 JP), Toray (3402 JP), W-Scope (6619 JP), Sumitomo Bakelite (4203 JP), Subaru (7270 JP), Suzuki (7269 JP), Mazda (7261 JP), Toyota (7203 JP), JSR (4185 JP), Coherus BioSciences (CHRS US), Amgen (AMGN US), Mylan NV (MYL US), Pfenex (PFNX US), Novartis AG (NOVN SW), Japan Display (6740 JP),Yaskawa (6503 JP), Fanuc (6954 JP), Omron (6645 JP), SMC (6273 JP), THK (6481 JP), Mitsubishi Electric (6503 JP), Daifuku (6383 JP), Fast Retailing (9983 JP), mixi (2121 JP)
Main Points at a Glance
• Monday morning blues…or at least small greens…in a wait-and-see mood
• Small automakers under pressure despite weaker Yen
• JSR’s Life Sciences is Looking Better
• Japan Display Lowers Guidance
• Automation led by automated warehousing star Daifuku
• mixi cuts full-year guidance
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

Thao Nguyen

William Nestuk

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