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

PSA Today Oct 12: Rebound/ Tech comment ahead of earnings / Sumi Chem's strong agrochem prospects / Automation rebound / Dragalia Lost helps CyberAgent – Nikkei +0.46%

Japan Market Comment by Pelham Smithers, Joel Scheiman, Will Nestuk and Thao Nguyen

Nikkei ¥22,694.66 (+¥103.80 / +0.46%); Topix ¥1,702.45 (+¥0.59 / +0.03%); ¥/$112.40

Tags: SoftBank (9984 JP), WeWork (priv.), Yaskawa (6506 JP), Rohm (6963 JP), Nintendo (7974 JP), Sony (6758 JP), Hitachi High-Tech (8036), Nidec (6594 JP),Tokyo Steel (5423 JP), Chugai (4519), Canon (7751), Shin-Etsu Chemical (4063 JP), Hitachi (6501 JP), Fujitsu (6702 JP), JSR (4185 JP), Fanuc (6954 JP), Capcom (9697 JP), Shionogi (4507 JP), Nintendo (7974 JP), Rohm (6963 JP), Sony (6758 JP), Advantest (6857 JP), NEC (6701 JP), Tokyo Electron (8035 JP), MHI (7011 JP), Sumitomo Chemical (4005 JP), Monsanto (MON US), SMC (6273 JP), Fanuc (6273 JP), CyberAgent (4751 JP), Nintendo (7974 JP), Cygames

Main Points at a Glance

· S&P futures lead Nikkei rebound

· Tech stocks to look out for as earnings season approaches

· Sumitomo Chemical’s strong agrochem pipeline

· Automation rebound

· Dragalia Lost’s sales boosts CyberAgent
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

Pelham Smithers

Thao Nguyen

William Nestuk

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch