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

PSA Today Nov 14: Reprieve/ How well is China's economy doing? / SoftBank Mobile IPO / Mazda3 / TOK Q3 / V Technology Strong Q2 / Automation / Recruit Expects Less from Glassdoor – Nikkei +0.16%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥21,846.48 (+¥35.96/ +0.16%); Topix ¥1,641.26 (+¥2.81 / +0.17%); ¥/$113.91
Tags: Subaru (7270 JT), Toyota (7203 JT), Mazda (7261 JT), Tokyo Seimitsu (7729 JT), Sumco (3436 JT), Tokyo Electron (8035 JT), Advantest (6857 JT), Disco (6146 JT), Toshiba (6502 JT), SoftBank (9984 JP), KDDI (9433 JP), DoCoMo (9437 JT), Suruga Bank (8358 JT), Showa Denko (4004 JT), Nidec (6594 JT), Tokyo Steel (5423 JT), Harmonic Drive Systems (6324 JT), Tokyo Ohka Kogyo (4186 JT), V Technology (7717 JT), Daifuku (6383 JT), Yaskawa (6503 JT), SMC (6273 JT), THK (6481 JT), MonotaRO (3064 JT), Akebono Brake (7238 JT), Recruit Holdings (6098 JT)
Main Points at a Glance
• Some reprieve
• “How well is the Chinese economy doing?”
• SoftBank Mobile IPO
• Mazda presents Mazda3 – with the new Skyactiv X technology – at Los Angeles Auto Show
• Tokyo Ohka Kogyo Q3 in line with plans
• V Technology shares respond to strong Q2
• Daifuku and Akebono keep rising; MonotaRO retraces
• Recruit expects less from Glassdoor this FY
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

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