Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Today Oct 4: China Worries / New 2019 Nintendo Switch / Tata Sky, Sony / Synthetic rubber, ABS resin/Fujifilm + AI = drugs /Honda, GM's Cruise/ Toyota, SoftBank, Monet – Nikkei -0.56%

Japan Market Comment by Pelham Smithers, Julie Boote and Joel Scheiman
Nikkei ¥23,975.62 (-¥135.34 / -0.56%); Topix ¥1,801.19 (-¥1.54 / -0.09%); ¥/$114.35
Tags: TDK (6762 JP), Murata (6981 JP), KDDi (9433 JP), Nintendo (7974 JP), Apple (AAPL US), Hoshiden (6804 JP), Minebea Mitsumi (6479 JP), Megachips (6875 JP), Sony (6758 JP), Comcast (CMSCA US), Fox (FOX US), Fujifilm Holdings (4901 JP), JSR (4185 JP), Zeon Corp (4205 JP), Honda (7267 JP), General Motors (GM US), Toyota (7203 JP), SoftBank (9984 JP)
Main Points at a Glance
• Tokyo sold off on new China worries
• Nintendo to release “new” Switch in 2019?
• Tata Sky Drops 22 Sony Channels
• Fujifilm brings AI to drug development
• Margins may expand for synthetic rubber and ABS resin
• Honda invests in GM’s self-driving car unit
• Toyota and SoftBank enter mobility network (‘Monet’) partnership
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
Joel Scheiman

Julie Boote

Pelham Smithers

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