- Lindsay Whipp
- Pelham Smithers
- Thao Nguyen
- William Nestuk
PSA Today Oct 16: Optimism / The Bandai Namco Sotsu deal: readthrough / Tanaka Chem ties up with Northvolt / Fanuc/ MonotaRO / Mercari loss to widen? / Amazon Japan growing – Nikkei +1.20%
Japan Market Comment by Pelham Smithers, Joel Scheiman, William Nestuk, Thao Nguyen and Lindsay WhippNikkei ¥22,472.92 (+¥265.71 / +1.20%); Topix ¥1,631.51 (+¥11.31 / +0.70%); ¥/$108.54
Tags: KDDI (9433 JT), Kitanotatsujin (2930 JT), Inter Action (7725 JT), Sansan (4443 JT), ASML (ASML NA), Lasertec Corp (6920 JT), Tokyo Electron (8035 JT), Bandai Namco (7832 JT), Sotsu Co (3711 JT), Toei Animation (4816 JT), Toei Co (9605 JT), Kadokawa Corp (9468 JT), Tanaka Chemical (4080 JT), Northvolt AB (Sweden, pvt.), VW (VOW GR), Fanuc (6954 JT), Fast Retailing (9983 JT), Softbank Group (9984 JT), Yaskawa Electric (6506 JT), MonotaRO Co (3064 JT), Misumi Group (9962 JT), Mercari Inc (4385 JT), Z Holdings (4689 JT), Amazon (AMZN US), Oracle Japan (4716 JT), MUFG (8306 JT), Mizuho Financial Group (8411 JT), Cybozu (4776 JT)
Main Points
• Tokyo again gains on US-China talks
• Readthrough from Bandai Namco / Sotsu deal
• Tanaka Chemical ties up with Northvolt
• Fanuc up with index
• MonotaRO hits 10-month high
• Mercari may see wider loss in FY20
• Amazon Japan growing its Osaka office space by 60%
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.
Unfortunately, this report is not available for the investor type or country you selected.
Browse all ResearchPool reportsReport is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.