Report

PSA Today Nov 28: Nikkei subdued/Uber and SoftBank/ Bandai Namco's Tamagotchi app/Toyota's fight for talent/Toray Data Falsification: not carbon fibre /Sumitomo Chem's product roadmap/ KHI, ABB cobots/Start Tod

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥22,486.24 (-¥9.75 / -0.04%); Topix ¥1,772.07 (-¥4.66 / -0.26%); ¥/$111.18
Tags: Capcom (9697), NEC (6701), Bitcoin, GMO Internet (9449), Uber, SoftBank (9984), Lyft, WeWorks, Bandai Namco (7832), Nintendo (7974), Toyota (7203), Denso (6902), Toray (3402), Mitsubishi Materials (5711), Sumitomo Chemical (4005), Panasonic (6752), Tesla (TSLA US), Tanaka Chemical (4008), LG Display (034220 KS), Sumitomo Dainippon Pharma (4506), Daikin (6367), Komatsu (6301), KHI (7012), ABB (ABBN SW), MHI (7011), Hitachi (6501), Start Today (3092)

  • Nikkei little changed despite DPRK worries, weakness in China
  • SoftBank seen offering just US$33/shr for Uber stock
  • Bandai Namco in Tamagotchi AR app development
  • Toyota’s battle requires ‘new’ people
  • Toray group’s potential data falsification apparently does not include carbon fiber
  • Sumitomo Chemical highlights new product roadmap
  • Daikin, Komatsu comments
  • KHI and ABB to share control panel designs and jointly promote collaborative robot (cobot) sales in the future
  • Start Today: continues to see profit taking ahead of ZOZO’s launch
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. 

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Pelham Smithers

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