Report

PSA Today Oct 18: Marking time/Sony for Switch!/Sony 2Q preview/Peak SPE? /Shin-Etsu's rare earths/ Nikkei +0.13%

Japan Market Comment by Pelham Smithers and Joel Scheiman
Nikkei ¥21,363.05 (+¥26.93 / +0.13%); Topix ¥1,724.64 (+¥1.27 / +0.07%); ¥/$112.79
Tags: Sony (6758), Nintendo (7974), Microsoft (MSFT US), Samsung (005930 KS), Apple (AAPL US), ASML (ASML NA), Tokyo Electron (8035), Shinko Electric (6967), Fujimi (5384), Shin-Etsu Chemical (4063), Hitachi Metals (5486), TDK (6762) Siemens AG (SIE GY), Molycorp (US)

  • Nikkei marks time awaiting commencement of results season
  • Sony (6758) to make game for Switch
  • Sony 2Q preview
  • Have we hit peak SPE?
  • On Shin-Etsu’s rare earth magnet positioning and strategy
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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