Report

PSA Today Nov 29: Nikkei confidence/NAND outlook/SoftBank and Uber stock/Capcom and Colopl/Motorcycles and AI/Mitsui Chem bid for ARRK/ DeNA and Animal crossing - Nikkei +0.49%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Thao Nguyen
Nikkei ¥22,597.20 (+¥110.96 / +0.49%); Topix ¥1,786.15 (+¥14.08 / +0.79%); ¥/$111.57
Tags: Tokyo Electron (8035), SoftBank (9984), Uber (priv.), Capcom (9697), Colopl (3668), Square Enix (9684), Konami (9766), Sega Sammy (6460), Bandai Namco (7832), Koei Tecmo (3635), Nintendo (7974), Sony (6758), GungHo (3765), mixi (2121), KLab (3656), Yamaha Motor (7272), Yamaha Corp (7951), Honda (7267), Mitsui Chemicals (4183), ARRK Corporation (7873), Kyowa Kogyo (unlisted), Kreuzer (acqd), Heraeus, OPI 11 Corporation (subsid.), ORIX Corporation (8591), Yaskawa (6506), Fanuc (6954), Daikin 96367), DeNA (2432)

  • Nikkei gains on Wall Street overnight surge
  • More concerns over outlook for NAND
  • SoftBank apparently sourcing Uber stock at US$33/shr
  • Capcom in cross-licensing deal with Colopl
  • Mitsui Chemicals Announces a Bid for ARRK Corporation
  • iREX 2017 – the largest robot trade fair in the world is on…
  • …Fanuc’s robot shows off its Terminator-esque lifting abilities
  • DeNA: Animal Crossing: Pocket Camp exceeded 15mil downloads
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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