Report
Julie Boote ...
  • Lindsay Whipp
  • Pelham Smithers

PSA Today Oct 16: Muddled strands / Sony consensus trimmed / Nidec's interest in JATCO / Money Forward's earnings steady, splits stock / RPA ups OP – Nikkei -0.41%

Japan Market Comment by Pelham Smithers, Julie Boote and Lindsay Whipp
Nikkei ¥23,410.63 (-¥96.60 / -0.41%); Topix ¥1,617.69 (-¥14.10 / -0.86%); ¥/$105.22
Tags: Shionogi (4507 JT), Chugai Pharmaceutical (4519 JT), Astellas (4503 JT), Daiichi Sankyo (4568 JT), Eisai (4523 JT), Sony (6758 JT), Nintendo (7974 JT), BASE Inc (4477 JT), Money Forward (3994 JT), Sansan (4443 JT), Freee KK (4478 JT), VisasQ (4490 JT), Goodpatch (7351 JT), Mercari (4385 JT), Rakus (3923 JT), Apple (AAPL US), Huawei, Disney (DIS US), Nidec (6594 JT), Nissan Motor (7201 JT), Omron Corp (6645 JT), RPA Holdings (6572 JT), UiPath, Automation Anywhere
Main Points
• Thursday’s dour trading extended
• Sony consensus forecasts trimmed
• Nidec interested in acquiring JATCO
• Money Forward splits stock and produces steady FY20 Q3 sales
• RPA Holdings revises up lower end of OP guidance
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
Julie Boote

Lindsay Whipp

Pelham Smithers

Other Reports from Pelham Smithers Associates Ltd

ResearchPool Subscriptions

Get the most out of your insights

Get in touch