PSA Today Nov 30: Up all week / Games muted / Considering Sumco/ Fast Retailing measures up against ZOZO / NEC, Seven & i, retail automation – Nikkei +0.40%
Japan Market Comment by Pelham Smithers, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥22,351.06 (+¥88.46 / +0.40%); Topix ¥1,667.45(+¥7.98 / +0.48%); ¥/$113.40
Tags: Otsuka Holdings (4578 JT), Japan Display (6740 JT), GameSpot (GME US), mixi (2121 JT), Nexon (3659 JT), Capcom (9697 JT), Koei Tecmo (3635 JT), Sumco (3436 JT), Shin-Etsu Chemical (4063 JT), ZOZO (3092 JT), Fast Retailing (9983 JT), NEC (6701 JT), Seven & i Holdings (3382 JT), Signpost (3996 JT)
Main Points at a Glance
• Market rebound continues into end-of-month, week
• GameSpot hints at weak holiday season
• Sumco’s future may be rosier than its shares imply
• Fast Retailing measures up against ZOZO
• Automating retail: NEC and Seven & i test the waters
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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