Report

PSA Today Oct 30: Activism and Alps-Alpine/Kyocera, Alps Revise Up/KDDi Preview/ SMC Upgrade/Fanuc and Yellow/Yahoo Japan's Q2/GREE's FY18 Q1 - Nikkei +0.01%

Japan Market Comment by Pelham Smithers, William Nestuk and Thao Nguyen
Nikkei ¥22,011.67 (+¥3.22 / +0.01%); Topix ¥1,770.84 (-¥0.21 / -0.01%); ¥/$113.62
Tags: Alps (6770), Alpine (6816), Shionogi (4507), Kyocera (6971), AVX (AVX US), Kyoei Tecmo (3635), DoCoMo (9437), KDDi (9433), SMC (6273), Fanuc (6954), Yahoo Japan (4659), GREE (3632)

  • Nikkei closes above 22,000 after a day of crossing back and forth
  • Alps / Alpine merger interrupted by activism
  • yocera and Alps are the latest component makers to revise up
  • KDDi preview
  • SMC’s numbers upgrade
  • Fanuc’s attention to detail encompasses yellow landscaping
  • Yahoo Japan’s Q2 FY17 earnings miss
  • GREE’s FY18 Q1 numbers
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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