- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
PSA Today Oct 14: New tech beats out old tech / How Sony's LIDAR works / Takata's misdemeanours continue under new name / CDMO keeping Fujifilm busy / Increased spend via smartphones / Considering Sansan – Nikkei +0.11%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, Thao Nguyen and Lindsay WhippNikkei ¥23,626.73 (+¥24.95 / +0.11%); Topix ¥1,643.90 (-¥5.20 / -0.32%); ¥/$105.30
Tags: Freee (4478 JT), Medley (4480 JT), Sansan (4443 JT), BASE Inc (4477 JT), GMO Financial Gate (4051 JT), Unite and Grow (4486 JT), TeamSpirit (4397 JT),Tokyo Electron (8035 JT), Hoya (7741 JT), Canon (7751 JT), Ricoh (7752 JT), Konica Minolta (4902 JT), Fujifilm Holdings (4901 JT), Apple (AAPL US), Alps Alpine (6770 JT), Minebea Mitsumi (6479 JT), Sony (6758 JT), Capcom (9697 JT), Steam, Ashimori Industries (3526 JT), Unicharm (8113 JT), Shiseido (4911 JT), Kao (4452 JT), Apple (AAPL US), Sony (6758 JT), STMicro (STM FP), Joyson Safety Systems Japan, Ningbo Joyson Electronic (600699 CH), Toyota (7203 JT), Nissan (7201 JT), Honda (7267 JT), Mazda (7261 JT), Subaru (7270 JT), Mitsubishi Motors (7211 JT), Suzuki (7269 JT), Ashimori Industry (3526 JT), Autoliv (ALIV SS), Eli Lilly (LLY US), Fujifilm Diosynth Biotechnologies, Z Holdings (4689 JT), Rakuten (4755 JT), Sansan (4443 JT), Bengo4.com (6027 JT), Refinitiv
Main Points
• Mixed day as new tech beats out old tech
• How Sony’s Lidar works
• Japanese automakers facing massive safety belt recalls
• Nikkei reports strong CDMO sales by Fujifilm
• Consumption via smartphone rises
• Sansan shares rise as investors see Q1 results as glass full
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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