Report

PSA Today Oct 22: Beijing helps / NEC as a 5G play / Sony's Aniplex Q2 / Might 3Q GDP be negative? - Nikkei +0.37%

Japan Market Comment by Pelham Smithers
Nikkei ¥22,614.82 (+¥82.74/ +0.37%); Topix ¥1,695.31 (+¥2.46 / +0.15%); ¥/$112.68
Tags: Shiseido (4911 JP), Yaskawa (6506 JP), KDDi (9433 JP), DoCoMo (9437 JP), SoftBank (9984 JP), Rakuten (4755 JP), NEC (6701 JP), Samsung (005930 KS), Sony (6758 JP)
Main Points at a Glance
• Tokyo higher on comments from Beijing
• NEC as a 5G play
• Sony’s Aniplex income to improve in 2Q FY18?
• Might Japan’s 3Q GDP be negative?
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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