Report

PSA Today Nov 13: Market slithers/Video Games/Nexon's Q3/Suzuki and India/iPhone X Innards/Daifuku's FY18/Bridgestone, Daikin's Input Costs/Sumitomo Bakelite's Guidance Conservative - Nikkei -1.32%

Japan Market Comment by Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥22,380.99 (-¥300.43 / -1.32%); Topix ¥1,783.49 (-¥16.95 / -0.94%); ¥/$113.44
Tags: Nintendo (7974), Minebea Mitsumi (6479), Rohm (6963), Capcom (9697), Square Enix (9684 SQE), Koei Tecmo (3635), Nexon (3659), Pixelberry Studios, gloops, Inc, Maruti Suzuki (MSIL IN), Suzuki (7269), Apple (AAPL US), TDK (6762), Murata (6981), Broadcom (AVGO US), Daifuku (6383), Tadano (6395), Yaskawa (6506),Fanuc (6954), SMC (6273), Bridgestone (5108), Daikin (6367), Sumitomo Bakelite (4203), Boeing (BA US), Toray (3402)

  • Market slithers on malaise, yen upturn
  • Video game sector a key PSA theme
  • Nexon: Fighting in all markets
  • India’s auto market flat – bad news for Suzuki?
  • The jigsaw puzzle of the iPhone X’s innards
  • Picture of good Daifuku FY18 numbers is taking shape
  • Bridgestone and Daikin’s battles with rising input costs
  • Sumitomo Bakelite implies that its guidance may be conservative
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

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