PSA Today Nov 26: Sell-side pushes tech / Nintendo, Sharp, Switch / Marvellous: new game / V-Cube, NTT / US auto financing /CyberAgent's Abema coup – Nikkei +0.91%
Japan Market Comment by Pelham Smithers, Julie Boote and Thao NguyenNikkei ¥26,537.31 (+¥240.45 / +0.91%); Topix ¥1,778.25 (+¥10.58 / +0.60%); ¥/$104.32
Tags: Z Holdings (4689 JT), M3 (2413 JT), Olympus (7733 JT), Nidec (6594 JT), Nintendo (7974 JT), Japan Airlines (9201 JT), ANA Holdings (9202 JT), Fuji Electric (6504 JT), SoftBank Group (9984 JT), Hikari Tsushin (9435 JT), Fuji Corp/Aichi (6134 JT), Brother Industries (6448 JT), Shin-Etsu Chemical (4063 JT), Lead (6982 JT), Sharp (6753 JT), HonHai (2317 TT), Minebea Mitsumi (6479 JT), Marvellous (7844 JT), V-Cube (3681 JT), NTT (9432 JT), Hibiki Seiki, NTT Docomo (9437 JT), Zoom (ZM US), Cisco (CSCO US), Toyota (7203 JT), Honda (7267 JT), Nissan (7201 JT), CyberAgent (4751 JT)
Main Points
• Sell-side push on tech names sends market higher
• Nintendo taps Sharp for Switch production
• New rice milling game becoming a cult hit
• V-Cube joins NTT’s smart factory project
• Mixed outlook for US auto sales financing business
• CyberAgent’s ABEMA PPV Online Live takes part in “Go To Event”
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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