PSA Today Oct 10: Mixed / Mobile, SoftBank, SBI / LiB Nobel prize / Housing orders, tax hike /Yaskawa: canary in China's coalmine? / Kakaku investigation? - Nikkei +0.45%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk and Thao NguyenNikkei ¥21,5551.98 (+¥95.60 / +0.45%); Topix ¥1,581.42 (-¥0.28 / -0.02%); ¥/$107.50
Tags: Kakaku.com (2371 JT), Sansan (4443 JT), Mixi (2121 JT), Square Enix (9684 JT), Line Corp (3938 JT), Nintendo (7974 JT), Hitachi (6501 JT), Disney (DIS US), IBM (IBM US), SoftBank Corp (9434 JT), Z Holdings (4689 JT), SBI Holdings (8473 JT), Rakuten (4755 JT), SoftBank Group (9984 JT), KDDI (9433 JT), NTT Docomo (9437 JT), Uber (UBER US), WeWorks (pvt.), Digital Garage (4819 JT), ZOZO (3092 JT), Asahi Kasei (3407 JT), Yasunaga Corporation (7271 JT), Boeing (BA US), W-Scope (6619 JT), Toray (3402 JT), Sekisui Chemical (4204 JT), Yaskawa (6506 JT), Gurunavi (2440 JT)
Main Points
• Japanese shares mixed as retailers report
• SoftBank Corp and & SBI Holdings in mobile triangulation tie-up
• Asahi Kasei, the Nobel Prize and a LiB separator update
• September housing orders show little tax impact
• Yaskawa Q2 OP Shock: -60% YoY; full-year guidance lowered by 43ppts
• Kakaku.com sold off on investigation news
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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