PSA Today Oct 2: Sideways market/Tankan at 22/What has Abenomics done for us?/Colopl/Sony's new handset/Tesla, SDI and Pana/ Hit Chem, Nippon Shokubai healthcare strategies/Auto Q2 forex impact/ Automation- Nik
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and William Nestuk
Nikkei ¥20,400.78 (+¥44.50 / +0.22%); Topix ¥1,673.62 (-¥1.13 / -0.07%); ¥/$112.43
Tags: Colopl (3668), Square Enix (9684), Sony (6758), Samsung (005930 KS), Canon (7751), ST Micro (STM FP), Apple (AAPL US), Spotify, Tesla (TSLA US), Samsung SDI (006400 KS), Panasonic (6752), Nissan (7201), Hitachi Chemical (4217), Kyowa Hakko Kirin (4151), Nippon Shokubai (4114), Sumitomo Chemical (4005), Bonac, Nitto Denko (6988), Toyota (7203), Honda (7267), Suzuki (7269), Subaru (7270), Mitsubishi Motors (7211), Mazda (7261), Yaskawa (6506), Daifuku (6383), IHI (7013), KHI (7012), MHI (7011), Hitachi (6501), NGK Spark Plug (5334)
- Market trades sideways, yen oscillates
- Tankan hits 22 – a post-Lehman high
- What has Abenomics ever done for us? A Monty Python moment
- Colopl’s new game disappoints
- Sony’s new handset gets good reviews
- Tesla selects SDI for SA plant; Panasonic comment
- Nissan fails car safety inspection test
- Hitachi Chemical and Nippon Shokubai – advance healthcare strategies
- Auto analysis toolkit: with Q2 at an end, we look at the forex impact over the period
- Automation, “Heavies” and auto parts stock notes
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.
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