Pelham Smithers Associates Ltd - PSA Today Nov 8: Lifted by US elections / Toshiba to Sell US LNG Business / Nissans Slow Progress / Nissha/ Guides for a Strong Q2 / SMM Revises Down / SMC Q2 Weak â€“ Nikkei +1.82%

Report

Pelham Smithers Associates Ltd

Joel Scheiman ...

Julie Boote
Lindsay Whipp
Pelham Smithers
William Nestuk

PSA Today Nov 8: Lifted by US elections / Toshiba to Sell US LNG Business / Nissan's Slow Progress / Nissha/ Guides for a Strong Q2 / SMM Revises Down / SMC Q2 Weak â€“ Nikkei +1.82%

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk and Lindsay Whipp
Nikkei Â¥22,486.92 (+Â¥401.12 / +1.82%); Topix Â¥1,681.25 (+Â¥28.82 / +1.74%); Â¥/$113.65
Tags: Toshiba (6502 JP), Suruga Bank (8358 JP), Amazon (AMZN US), Apple (AAPL US), Netflix (NFLX US), Facebook (FB US), Alphabet (GOOGL US), Tesla (TSLA US), Microsoft (MSFT US), Square Enix (9684 JP), Capcom (9697 JP), Bandai Namco (7832 JP), Minebea Mitsumi (6479 JP), U-Shin (6985 JP), Daikin (6367 JP), Fuji Soft (9749 JP), Signpost (3996 JP), Toshiba (6502 JP), Nissan (7201 JP), Nissha (7915 JP), Sumitomo Metal Mining (5713 JP), SMC (6273 JP)
Main Points at a Glance
â€¢ US election results provide a lift
â€¢ Toshiba to sell problematic US LNG business
â€¢ Nissan: Slow progress in balancing selling expenses and volumes
â€¢ Nissha guides for a strong Q4
â€¢ Sumitomo Metal Mining revises down
â€¢ SMC lower on semiconductor weakness

08/11/2018 4 EN

Provider

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.

See profile

Analysts

Joel Scheiman

Julie Boote

Lindsay Whipp

Pelham Smithers

William Nestuk

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PSA Today Nov 8: Lifted by US elections / Toshiba to Sell US LNG Business / Nissan's Slow Progress / Nissha/ Guides for a Strong Q2 / SMM Revises Down / SMC Q2 Weak â€“ Nikkei +1.82%

PSA Japan Market Strategy: Which Japanese Stock Will be the First to Hit US$1tril Market Cap?

PSA Interactive Media & Services: GA Technologies (3491 JT) – Strong Momentum Should Continue

The PSA Research Round-Up for the Week to 11 July 2025

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