Pelham Smithers Associates Ltd - PSA Today Oct 17:Rally continues/A second SoftBank fund?/ADK, Bain and Oasis/Canon numbers/ Shin-Etsu and rare earth recycling/Soaraway automation/ Nikkei +0.38%

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Pelham Smithers Associates Ltd

Pelham Smithers

PSA Today Oct 17:Rally continues/A second SoftBank fund?/ADK, Bain and Oasis/Canon numbers/ Shin-Etsu and rare earth recycling/Soaraway automation/ Nikkei +0.38%

Japan Market Comment by Pelham Smithers, Joel Scheiman, and William Nestuk
Nikkei ¥21,336.12 (+¥80.56 / +0.38%); Topix ¥1,723.37 (+¥4.19 / +0.24%); ¥/$112.17
Tags: SoftBank (9984), Sprint (S US), Yahoo Japan (4689), Rakuten (4755), Alibaba (BABA US), SVB Financial (SIVB US), Asatsu DK (9747), Dentsu (4342), Hakuhodo (2433), WPP (WPP LN), Canon (7751), Shin-Etsu Chemical (4063), Hitachi Metals, (5486), TDK (6762), Yaskawa (6506), Nabtesco (6268), Omron (6645), SMC (6273), Mitsubishi Electric (6503), THK (6481), Fanuc (6954), Daikin (6367), Stanley Electric (6923), Koito (7276), Ichikoh (7244)

Nikkei continues to rally led by cyclicals and exporters
SoftBank planning second fund?
Another ADK shareholder objects to Bain price
Canon earnings preview
Shin-Etsu Takefu Plant tour – rare earth magnets and recycling
Automation notes: the soaraway sector

17/10/2017 6 EN

Provider

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.

See profile

Analysts

Pelham Smithers

Other Reports from Pelham Smithers Associates Ltd

Pelham Smithers

Pelham Smithers

PSA Technology: Why AI is More of a “Win” than a “Loss” for Japanese MLCC Makers

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PSA Micro- / Small- / Mid-Cap Recap [16 Jan ~16 Feb 2026]

This report is a recap of reports and insights from the PSA Research Team on Micro- / Small- / Mid-cap companies [market cap < US$10bil] over the period covering 16 Jan ~16 Feb 2026. Contents at a Glance 1. SRE Hdgs (2980 JT) – Building Profits and Data at Attractive Valuations 2. SRE Hdgs’ Produces an Exceptional FY25 Q3 3. New Constituent of the 2026 Q1 PSA Focus List – ExaWizards (4259 JT) Main Points 4. Kyoritsu Maintenance (9616 JT) – CB Conversion Done 5. TKP (3479 JT) – Back to Office Continues 6. The Rise of GenAI Apps in Japan ...

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PSA Today Oct 17:Rally continues/A second SoftBank fund?/ADK, Bain and Oasis/Canon numbers/ Shin-Etsu and rare earth recycling/Soaraway automation/ Nikkei +0.38%

PSA Technology: Why AI is More of a “Win” than a “Loss” for Japanese MLCC Makers

PSA Today 17 Feb: Holidays and strong yen sends Tokyo lower / Why AI is more of a “win” than a “loss” for Japanese MLCC makers / Automakers' business costs / Anicom meeting takeaway – Nikkei 225 -0.42% | ¥$152.90

PSA Micro- / Small- / Mid-Cap Recap [16 Jan ~16 Feb 2026]

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