PSA Today Oct 25: Helpful forecasts / Sony to sell PS Vue? / Subaru's recalls / Shin-Etsu glitch? / Kuraray's US settlement / CyberAgent earnings next week - Nikkei +0.22%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman and Thao NguyenNikkei ¥22,799.81 (+¥49.21 / +0.22%); Topix ¥1,648.44 (+¥4.70 / +0.29%); ¥/$108.68
Tags: Suzuken (9987 JT), Shikoku Bank (8387 JT), Disco Corp (6146 JT), MonotaRO (3064 JT), Eisai (4523 JT), Nintendo (7974 JT), Square Enix (9684 JT), Enish Inc (3667 JT), Nomura Research Institute (4307 JT), Sony (6758 JT), AT&T (T US), Google (GOOG US), Comcast (CMCSA US), Verizon (VZ), T-Mobile (TMUS US), Sprint (S US), Subaru (7270 JT), Shin-Etsu Polymer (7970 JT), Shin-Etsu Chemical (4063 JT), TSMC (2330 TT), Texas Instruments (TXN US), Kuraray (3405 JT), CyberAgent (4751 JT)
Main Points
• Market higher as forecasts kickstart late rally
• Sony to sell PS Vue?
• Subaru recall to weigh on Q2 earnings
• Shin-Etsu’s Q2 may disappoint, temporarily
• Kuraray takes charges to settle US litigation
• CyberAgent preview
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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