Report
Julie Boote ...
  • Pelham Smithers
  • William Nestuk

PSA Today Oct 3: Lower on bad news / Sony comment / Tesla and Panasonic / Auto sector under pressure/ A/C, automation firm – Nikkei -0.66%

Japan Market Comment by Pelham Smithers, Julie Boote and William Nestuk
Nikkei ¥24,110.96 (-¥159.66 / -0.66%); Topix ¥1,802.73 (-¥21.30 / -1.17%); ¥/$113.75
Tags: Sony (6758 JP), KDDi (9433 JP), Nintendo (7974 JP), CyberAgent (4751 JP), Comcast (CMCSA US), Spotify (SPOT US), Canon (7751 JP), Nikon (7731 JP), Tesla (TSLA US), Panasonic (6752 JP), Honda (7267 JP), Nissan (7201 JP), Toyota (7203 JP), Waymo (GOOG US), Apple (AAPL US), Tesla (TSLA US), Uber (priv.), Daikin (6367 JP), Fujitsu General (6755 JP)
Main Points at a Glance
• Bad news sends Tokyo shares lower
• Sony, PlayStation and the future of gaming
• Tesla 3Q production – Readthrough for Panasonic
• Auto sector under pressure
• A/C and automation firm
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
Julie Boote

Pelham Smithers

William Nestuk

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