Report
Pelham Smithers ...
  • Thao Nguyen
  • William Nestuk

PSA Today Oct 1: Tankan boosts Topix / Tankan decline / Sony and the Pictures issue / Automation: Japan in China /Tax mitigation: the cashless nudge – Nikkei +0.59%

Japan Market Comment by Pelham Smithers, William Nestuk and Thao Nguyen
Nikkei ¥21,885.24 (+¥129.40 / +0.59%); Topix ¥1,603.00 (+¥15.20 / +0.96%); ¥/$108.18
Tags: Yaskawa Electric (6506 JT), Hitachi (6501 JT), Square Enix (9684 JT), Colopl (3668 JT), CyberAgent (4751 JT), Nintendo (7974 JT), Shift Inc (3697 JT), Sony (6758 JT), Disney (DIS US), Netflix (NFLX US), Hulu (pvt.), Harmonic Drive Systems (6324 JT), Fanuc (6954 JT), Kawasaki Heavy Industries (7012 JT), Suzuki Motor (7269 JT), Ford (F US), Hyundai Motor (005380 KS), Z Holdings (4689 JT) – the renamed Yahoo Japan
Main Points
• Better than expected Tankan boosts Topix
• Tankan: Downward creep
• Sony may start forcing market rethink on Pictures business
• Yaskawa, HDS lead automation
• The search for shops offering cashless points rewards is on
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
Pelham Smithers

Thao Nguyen

William Nestuk

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