Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers
  • William Nestuk

PSA Today Oct 1: 26-year high!/ Tankan slides/Sony's PS Now games / 'New' NAFTA/ More vehicle inspection issues/Mimasu, Shin-Etsu Capex /A/C and automation names firm -Nikkei +0.52 %

Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Nikkei ¥24,245.76 (+¥125.72 / +0.52%); Topix ¥1,817.96 (+¥0.71 / +0.04%); ¥/$113.98
Tags: Intel (INTC US), Harmonic Drive Systems (6324 JP), GMO Payment Gateway (3769 JP), Intelligent Wave (4847 JP), GMO Internet (9449 JP), Nintendo (7974 JP), Panasonic (6752 JP), Tesla (TSLA US), Sony (6758 JP), Microsoft (MSFT US), Netflix (NFLX US), Toyota (7203 JP), Honda (7267 JP), Subaru (7270 JP), Nissan (7201 JP), Suzuki (7269 JP), Mimasu Semiconductor (8155 JP), Shin-Etsu Chemical (4063 JP), Sumco (3436 JP), Daikin (6367 JP), Fujitsu General (6755 JP), Yaskawa Electric (6506 JP), Omron (6645 JP), THK (6481 JP), SMC (6273 JP), Daifuku (6383 JP), Fanuc (6954 JP)
Main Points at a Glance
• Nikkei closes at 26-year high
• Tankan slides again
• Sony makes PS Now games downloadable
• New’ NAFTA good news for automakers
• Vehicle inspection issues continue to haunt auto sector
• Mimasu and Shin-Etsu active in capex
• A/C and automation Firm
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
Joel Scheiman

Julie Boote

Pelham Smithers

William Nestuk

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