- Julie Boote
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Nov 5: 23k / SoftBank's 2Q / Oct US auto sales / Asahi Kasei preview / Accord for Fujifilm
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥23,251.99 (+¥401.22 / +1.76%); Topix ¥1,694.16 (+¥27.66 / +1.66%); ¥/$108.77
Tags: KDDI (9433 JT), Ricoh (7752 JT), Square Enix (9684 JT), Sansan (4443 JT), WingArc1st (Japan, pvt.), SoftBank Corp (9434 JT), Z Holdings (4689 JT), ZOZO (3092 JT), WeWork (pvt.), DiDi Chuxing (pvt.), Toyota (7203 JT), Oyo (pvt.), NTT Corp (9432 JT), NTT DOCOMO (9437 JT), Honda (7267 JT), Mazda (7261 JT), Subaru (7270 JT), Nissan (7201 JT), Mitsubishi Motors (7211 JT), General Motors (GM US), Fiat Chrysler (FCAU US), Asahi Kasei (3407 JT) Ube Industries (4208 JT), Fujifilm Holdings (4901 JT), Xerox Corp (XRX US), Konica Minolta (4902 JT), ASKUL (2678 JT), TIS Inc (3626 JT), Nomura Research Institute (4307 JT), NTT Data (9613 JT)
Main Points
• Nikkei 225 through 23,000; risk is back on
• SoftBank Corp delivers solid 2Q results
• US auto sales October: Mixed performance for Japanese assemblers
• Asahi Kasei Q2 to draw high interest
• Fujifilm and Xerox finally reach an accord
• Z Holdings’ FY19 Q2 beat
• TIS Inc lifts OP and sales forecasts
• NTT Data shows steady growth in FY19 H1
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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