PSA Today Nov 29: US Fed, China / Nintendo assessed / Sony and mobile etc. / A look at Nissan / Showa Denko visit / Recruitment plays -Nikkei +0.39%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥22,262.60 (+¥85.58 / +0.39%); Topix ¥1,659.47 (+¥5.8 /1 +0.35%); ¥/$113.24
Tags: SoftBank (9984 JT), Astellas (4503 JT), Kyocera (6971 JT), SoftBank Group (9434 JT), KDDi (9433 JT), Nintendo (7974 JT), mixi (2121 JT), Square Enix (9684 JT), Nexon (3659 JT), CyberAgent (4751 JT), Sony (6758 JT), Nissan (7201 JT), Renault (RNO FP), Showa Denko (4004 JT), Recruit Holdings (6098 JT), Outsourcing Inc (2427 JT), Persol Holdings (2181 JT)
Main Points
• China worries offset Fed comments
• Nintendo – Switch not such a dud (Part 2)
• Sony to keep mobile for another three years?
• A look at Nissan
• Showa Denko looks for new growth opportunities
• Recruitment stocks surge on optimism about Japan’s foreign worker bill
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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