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

PSA Today Oct 17: Strong Wall Street tailwind / Uber IPO price? / Taiyo Yuden and MLCCs/ Fujifilm and Xerox/ Kanto Denka in China/ CyberAgent: anime producer – Nikkei +1.29%

Japan Market Comment by Pelham Smithers, Joel Scheiman and Thao Nguyen
Nikkei ¥22,841.12 (+¥291.88 / +1.29%); Topix ¥1,713.87 (+¥25.96 / +1.54%); ¥/$112.22
Tags: K-Line (9107 JP), Mitsui OSK (9104 JP), NKY (9101 JP), Netflix (NFLX), SoftBank (9984 JP), Murata (6981 JP), Yageo (2327 TT), Walsin (2492 TT), Taiyo Yuden (6976 JP), Fujifilm Holdings (4901 JP), Xerox Corp (XRX US), Kanto Denka (4047 JP), CyberAgent (4751 JP), Nintendo (7974 JP)
Main Points at a Glance
• Tokyo gains as Wall St does twice as well as expected
• Uber to IPO at US$120/shr?
• MLCC shortage good for Murata; what about Taiyo Yuden?
• Fujifilm can resume talks with Xerox
• Kanto Denka to expand into China
• CyberAgent launches CAAnimation
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

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