- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Nov 14: Profit taking / Potential acquisition of LINE, SoftBank Corp's triangulation story / DQW update / Sony's RE affiliate IPO/ FX & raw material costs on automakers / TOK results/ SMC / Cybozu Q3 / PKSHA FY19 results – Nikke
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥23,141.55 (-¥178.32 / -0.76%); Topix ¥1,684.40 (-¥15.93 / -0.94%); ¥/$108.74
Tags: Z Holdings (4689 JT), Line (Corp 3938 JT), iStyle (3660 JT), SoftBank Corp (9434 JT), Naver (035420 KS), Rakuten (4755 JT), Mercari (4385 JT), NTT DOCOMO (9437 JT), KDDI (9433 JT), ZOZO (3092 JT), SBI Holdings (8473 JT), SoftBank Group (9984 JT), Square Enix (9684 JT), Sony (6758 JT), Olympus (7733 JT), M3 (2413 JT), Enigmo (3665 JT), Toyota (7203 JT), Tokyo Ohka Kogyo (4186 JT), SMC (6273 JT), Cybozu (4776 JT), PKSHA (3993 JT)
Main Points
• Nikkei lower on China worries, profit taking
• Potential acquisition of LINE – the latest move in SoftBank Corp’s triangulation story
• Update on Dragon Quest Walk
• Sony to list real estate affiliate
• Automakers: Improved outlook for raw material costs and forex in Q4
• Tokyo Ohka Kogyo achieves 84% of OP guidance
• SMC founder’s son becomes president
• Cybozu confirms FY19 Q3 OP and sales
• PKSHA beats on FY19 sales but misses on OP
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.
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