Report
Julie Boote ...
  • Lindsay Whipp
  • Thao Nguyen

PSA Today Nov 9: All eyes on the Fed and oil/ Persol / Recalls for Mazda, Subaru/ Mercari in the Red Again / Weak Results at DeNA / Weak Guidance from Nexon / Rakuten Beats Estimates – Nikkei -1.05%

Japan Market Comment by Julie Boote, Thao Nguyen and Lindsay Whipp
Nikkei ¥22,250.25 (-¥236.69 / -1.05%); Topix ¥1,672.98 (-¥8.27 / -0.49%); ¥/$113.91
Tags: Fanuc (6954 JP), Yaskawa (6506 JP), GS Yuasa (6674 JP), Toray (3402 JP), DeNA (2432 JP), Nintendo (7974 JP), Nikon (7731 JP), Nexon (3659 JP), Fuji Soft (9749 JP), Persol Holdings (2181 JP), Mazda (7261 JP), Subaru (7270 JP), Mercari (4385 JP), LINE (3938 JP),Yahoo Japan (4689 JP), Tencent (700 HK), Electronic Arts (EA US), Rakuten (4755 JP)
Main Points at a Glance
• All eyes on the Fed and the oil price
• Recalls for Mazda and Subaru
• Mercari reports another quarter in the red
• DeNA: yet to see earnings recover
• Nexon hit by weak Q4 guidance
• Rakuten’s results beat
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. 

Analysts
Julie Boote

Lindsay Whipp

Thao Nguyen

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch