Report

PSA Today Oct 16: Rally continues/Changing face of the market/Abe/Murata buys Sony factory/Automation notes/a GungHo success - Nikkei +0.47%

Japan Market Comment by Pelham Smithers, William Nestuk and Thao Nguyen
Nikkei ¥21,255.56 (+¥100.38 / +0.47%); Topix ¥1,719.18 (+¥10.56 / +0.62%); ¥/$111.91
Tags: Sprint (S US), T-Mobile (TMUS US), SoftBank (9984), Japan Tobacco (2914), East Japan Railway (9020), Keyence (6861), Fanuc (6954), Nintendo (7974), Shin-Etsu Chemical (4063) Murata (6981), Sony (6758), Apple, (AAPL US), Yaskawa (6506), Nabtesco (6268), Omron (6645), Mitsubishi Electric (6503), Daikin (6367), DMG Mori (6141), Stanley Electric (6923), Koito (7276), Ichikoh (7244), GungHo (3765)

  • Nikkei continues to rally led by high-beta names
  • The changing face of Japan’s stock market
  • Newspaper polls continue to indicate big win for Abe
  • Murata to buy a Sony components factory
  • Automation notes
  • GungHo: Using Radar to rekindle lost popularity
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
Pelham Smithers

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