Report
Pelham Smithers ...
  • William Nestuk

PSA Today Nov 21: HK a brake / Sony and India's Network 18 / Casinos timeline / SMC's positive attitude underpinned by press articles – Nikkei -0.48%

Japan Market Comment by Pelham Smithers and William Nestuk
Nikkei ¥23,038.58 (-¥109.99 / -0.48%); Topix ¥1,689.38 (-¥1.73 / -0.10%); ¥/$108.58
Tags: Advantest (6857 JT),Tokyo Electron (8035 JT), Screen (7735 JT), Colopl Inc (3668 JT), Konami Holdings (9766 JT), Sony (6758 JT), Network 18 (NETM IN), Reliance Jio (pvt.), ITV (ITV LN), MGM Resorts (MGM US), Orix Corp (8591 JT), Galaxy Entertainment (27 HK), Genting Singapore (GENS SP). Las Vegas Sands (LVS US), Melco Resorts (MLCO US), Wynn (WYNN US), Caesars Entertainment (CZR US), SMC (6273 JT), CKD Corp (6407 JT)
Main Points
• HK uncertainty continues to cramp Japan shares
• Sony eyeing Network18
• Casino applications to close July 2021
• SMC up on N. America semiconductor orders and Nikkei article
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
Pelham Smithers

William Nestuk

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